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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,941 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,682 |
METRO BENEFITS, INC.3 years Service code 13 | Contract Administrator | $1,772 |
METRO BENEFITS, INC.2 years Filed as: METRO BENEFITS, INC Service code 13 · EIN 25-1541083 | Contract Administrator | $1,420 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,612 | $64,176+56.8% | $112,263-10.4% | $66,949+50.3% |
| Participation rate | 39.9% | 68.4%-28.5pp | 75.1%-35.2pp | 69.8%-29.9pp |
| Annual return | -13.60% | -13.80%+0.2pp | 27.49%-41.1pp | 1.57%-15.2pp |
| Employer contribution / active EE | $2,004 | $3,007-33.4% | $3,636-44.9% | $2,545-21.3% |
| Participant deferral / active EE | $1,897 | $3,694-48.6% | $4,729-59.9% | $4,239-55.2% |
| Admin fee / account holder | $428 | $626-31.7% | $6,410-93.3% | $594-28.0% |