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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,003 |
MARINER LLC1+ years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $14,769 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY CONSULTING GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $13,919 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,940 | $37,117-11.3% | $147,617-77.7% | $55,191-40.3% |
| Participation rate | 39.5% | 63.6%-24.1pp | 84.6%-45.1pp | 69.2%-29.6pp |
| Annual return | -0.74% | 3.44%-4.2pp | 61.98%-62.7pp | 10.78%-11.5pp |
| Employer contribution / active EE | $10 | $1,620-99.4% | $5,564-99.8% | $1,899-99.5% |
| Participant deferral / active EE | $2,043 | $1,985+2.9% | $4,895-58.3% | $3,046-32.9% |
| Admin fee / account holder | $328 | $86+283.6% | $11,612-97.2% | $91+261.5% |