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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,771 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 | Advisory (Participants) | $17,500 |
YOUR MONEY LINE1 year Service code 49 · EIN 04-7086147 | Other Services | $5,000 |
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 | $130,308 | $57,312+127.4% | $86,617+50.4% | $75,181+73.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 11.07% | 2672.78%-2661.7pp | 591.91%-580.8pp | 160.69%-149.6pp |
| Employer contribution / active EE | $4,852 | $2,315+109.6% | $3,023+60.5% | $2,671+81.7% |
| Participant deferral / active EE | $6,898 | $3,319+107.8% | $4,437+55.5% | $4,126+67.2% |
| Admin fee / account holder | $342 | $4,114-91.7% | $5,613-93.9% | $5,650-93.9% |