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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,801 |
WILLIAM BLAIR2+ years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 49 · EIN 36-2214610 | Other Services | $7,799 |
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,972 | $64,954-44.6% | $115,752-68.9% | $62,292-42.3% |
| Participation rate | 32.7% | 73.0%-40.3pp | 77.8%-45.1pp | 69.5%-36.8pp |
| Annual return | 20.48% | 24.87%-4.4pp | 19.41%+1.1pp | 28.90%-8.4pp |
| Employer contribution / active EE | $1,174 | $2,344-49.9% | $3,492-66.4% | $2,042-42.5% |
| Participant deferral / active EE | $2,235 | $3,665-39.0% | $5,204-57.0% | $3,169-29.5% |
| Admin fee / account holder | $322 | $414-22.0% | $6,278-94.9% | $479-32.7% |