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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,368 |
S B H U LIFE AGENCY INC2 years Service code 49 · EIN 13-2896238 | Other Services | $18,274 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,090 | $73,638-2.1% | $95,964-24.9% | $73,497-1.9% |
| Participation rate | 75.7% | 76.2%-0.5pp | 77.1%-1.4pp | 70.7%+5.0pp |
| Annual return | 11.42% | 16.78%-5.4pp | 91.64%-80.2pp | 28.51%-17.1pp |
| Employer contribution / active EE | $530 | $1,863-71.5% | $2,541-79.1% | $2,270-76.6% |
| Participant deferral / active EE | $3,386 | $3,617-6.4% | $4,167-18.7% | $3,740-9.5% |
| Admin fee / account holder | $468 | $482-3.0% | $6,797-93.1% | $513-8.8% |