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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,398 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $29,990 |
CROWE LLP4 years Filed as: CROWE Service code 10 · EIN 35-0921680 | Accounting | $10,221 |
COMSTOCK ADVISORS7+ years Service code 34 · EIN 34-1823071 | Valuation (appraisals, etc.); Direct ... | $6,825 |
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 | $141,734 | $104,497+35.6% | $159,487-11.1% | $79,389+78.5% |
| Participation rate | 40.5% | 76.6%-36.1pp | 82.8%-42.3pp | 70.7%-30.2pp |
| Annual return | 13.59% | 67.98%-54.4pp | 263.71%-250.1pp | 116.89%-103.3pp |
| Employer contribution / active EE | $8,228 | $3,418+140.8% | $4,831+70.3% | $2,428+238.9% |
| Participant deferral / active EE | $8,453 | $6,468+30.7% | $7,354+15.0% | $4,046+108.9% |
| Admin fee / account holder | $433 | $711-39.1% | $10,804-96.0% | $626-30.9% |