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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,965 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,294 |
METRO BENEFITS, INC.4 years Service code 13 | Contract Administrator | $5,008 |
METRO BENEFITS, INC.3 years Filed as: METRO BENEFITS, INC Service code 13 · EIN 25-1541083 | Contract Administrator | $1,743 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,569 | $76,696+58.5% | $96,538+25.9% | $71,529+70.0% |
| Participation rate | 42.7% | 66.6%-23.9pp | 74.3%-31.6pp | 67.9%-25.2pp |
| Annual return | 13.96% | 48.32%-34.4pp | 35.74%-21.8pp | 28.97%-15.0pp |
| Employer contribution / active EE | $1,697 | $3,032-44.0% | $3,740-54.6% | $2,590-34.5% |
| Participant deferral / active EE | $2,239 | $3,770-40.6% | $4,880-54.1% | $4,291-47.8% |
| Admin fee / account holder | $459 | $2,030-77.4% | $6,737-93.2% | $1,588-71.1% |