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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $102,051 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 49 · EIN 51-6041053 | Other Services | $35,629 |
YULISHANA, INC.2 years Filed as: YULISHANA, INC Service code 10 | Accounting | $26,000 |
PROFESSIONAL BENEFIT SERVICES5+ years Filed as: PROFESSIONAL BENEFIT SERVICES, INC Service code 13 · EIN 93-0998477 1193 ROYVONNE AVE SE SUITE 22 · SALEM, OR 97302 | Contract Administrator | $7,219 |
PROFESSIONAL BENEFIT SERVICES5+ years Filed as: PROFESSIONAL BENEFIT SERVICES, INC. Service code 13 | Contract Administrator | $4,451 |
YULISHANA, INC.2 years Service code 10 · EIN 88-2413482 | Accounting | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,265 | $113,016-18.4% | $103,486-10.8% | $74,459+23.9% |
| Participation rate | 83.3% | 80.8%+2.6pp | 80.5%+2.8pp | 67.2%+16.1pp |
| Annual return | 9.34% | 23.24%-13.9pp | 23.93%-14.6pp | 1369.70%-1360.4pp |
| Employer contribution / active EE | $4,318 | $4,881-11.5% | $4,679-7.7% | $2,626+64.4% |
| Participant deferral / active EE | $6,644 | $7,279-8.7% | $6,628+0.2% | $4,350+52.8% |
| Admin fee / account holder | $725 | $1,709-57.6% | $9,354-92.3% | $1,945-62.7% |