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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $124,032 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $70,706 |
CARON & BLETZER, PLLC4 years Service code 10 · EIN 04-3499945 | Accounting | $9,300 |
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 | $84,178 | $93,131-9.6% | $106,551-21.0% | $86,813-3.0% |
| Participation rate | 56.3% | 81.4%-25.1pp | 76.1%-19.8pp | 72.3%-16.0pp |
| Annual return | 15.82% | 19.45%-3.6pp | 26.80%-11.0pp | 97.93%-82.1pp |
| Employer contribution / active EE | $1,337 | $2,895-53.8% | $2,819-52.6% | $2,406-44.4% |
| Participant deferral / active EE | $2,515 | $4,708-46.6% | $4,398-42.8% | $4,131-39.1% |
| Admin fee / account holder | $342 | $145+135.9% | $7,408-95.4% | $170+101.8% |