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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,071 |
S B H U LIFE AGENCY INC8+ years Service code 49 · EIN 13-2896238 | Other Services | $25,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,376 | $65,061-37.9% | $143,757-71.9% | $66,914-39.7% |
| Participation rate | 57.8% | 65.2%-7.4pp | 80.3%-22.6pp | 69.8%-12.0pp |
| Annual return | -18.89% | -11.14%-7.8pp | -0.04%-18.9pp | 1.58%-20.5pp |
| Employer contribution / active EE | $1,154 | $2,361-51.1% | $4,951-76.7% | $2,544-54.6% |
| Participant deferral / active EE | $2,354 | $2,919-19.3% | $5,637-58.2% | $4,237-44.4% |
| Admin fee / account holder | $316 | $502-37.1% | $14,673-97.8% | $593-46.7% |