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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,793 |
Filed as: ANCORA RETIREMENT PLAN ADVISORS INC Service code 27 · EIN 23-2697799 | Advisory (Plan) | $28,638 |
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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,203 | $159,978-26.1% | $147,041-19.6% | $145,978-19.0% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 13.49% | 98.36%-84.9pp | 419.21%-405.7pp | 550.52%-537.0pp |
| Employer contribution / active EE | $100,272 | $5,288+1796.1% | $4,935+1931.9% | $4,662+2050.9% |
| Participant deferral / active EE | $448,488 | $8,429+5220.9% | $8,071+5456.8% | $6,690+6604.3% |
| Admin fee / account holder | $919 | $15,053-93.9% | $13,006-92.9% | $13,400-93.1% |