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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,185 |
S B H U LIFE AGENCY INC9+ years Service code 49 · EIN 13-2896238 | Other Services | $25,351 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,164 | $61,356-19.9% | $149,696-67.2% | $71,511-31.2% |
| Participation rate | 54.8% | 62.5%-7.7pp | 78.8%-23.9pp | 67.9%-13.1pp |
| Annual return | 17.10% | 35.86%-18.8pp | 134.46%-117.4pp | 28.86%-11.8pp |
| Employer contribution / active EE | $1,243 | $2,382-47.8% | $4,821-74.2% | $2,589-52.0% |
| Participant deferral / active EE | $2,755 | $2,920-5.7% | $5,682-51.5% | $4,291-35.8% |
| Admin fee / account holder | $343 | $1,263-72.9% | $13,212-97.4% | $1,588-78.4% |