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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,703 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $29,988 |
COMSTOCK ADVISORS6+ years Service code 34 · EIN 34-1823071 | Valuation (appraisals, etc.); Direct ... | $16,499 |
CROWE LLP3 years Filed as: CROWE Service code 10 · EIN 35-0921680 | Accounting | $12,000 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,837 | $99,957+25.9% | $149,745-16.0% | $73,497+71.2% |
| Participation rate | 54.6% | 75.7%-21.1pp | 82.5%-27.9pp | 70.7%-16.1pp |
| Annual return | 8.85% | 53.87%-45.0pp | 276.72%-267.9pp | 28.51%-19.7pp |
| Employer contribution / active EE | $6,966 | $3,191+118.3% | $4,646+50.0% | $2,270+206.9% |
| Participant deferral / active EE | $9,656 | $6,073+59.0% | $6,843+41.1% | $3,740+158.2% |
| Admin fee / account holder | $353 | $551-35.9% | $9,312-96.2% | $513-31.2% |