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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,556 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 49 | Other Services | $26,056 |
PROFESSIONAL BENEFIT SERVICES1+ years Filed as: PROFESSIONAL BENEFIT SERVICES, INC Service code 13 · EIN 93-0998477 1193 ROYVONNE AVE SE SUITE 22 · SALEM, OR 97302 | Contract Administrator | $3,255 |
PROFESSIONAL BENEFIT SERVICES1+ years Filed as: PROFESSIONAL BENEFIT SERVICES, INC. Service code 13 | Contract Administrator | $2,893 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 49 · EIN 51-6041053 | Other Services | $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 | $84,792 | $118,971-28.7% | $112,977-24.9% | $73,493+15.4% |
| Participation rate | 82.4% | 83.3%-0.9pp | 82.6%-0.2pp | 70.7%+11.7pp |
| Annual return | 11.86% | 17.79%-5.9pp | 24.24%-12.4pp | 28.51%-16.7pp |
| Employer contribution / active EE | $3,946 | $4,091-3.5% | $4,255-7.2% | $2,270+73.8% |
| Participant deferral / active EE | $5,843 | $6,133-4.7% | $5,836+0.1% | $3,740+56.2% |
| Admin fee / account holder | $524 | $573-8.6% | $6,294-91.7% | $513+2.1% |