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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 31-1253377 | Advisory (Plan) | $12,418 |
MAYER HOFFMAN MCCANN P.C.1+ years Service code 10 · EIN 43-1947695 | Accounting | $10,200 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,159 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $124,429 | $38,595+222.4% | $80,004+55.5% | $52,331+137.8% |
| Participation rate | 35.4% | 64.5%-29.1pp | 73.0%-37.6pp | 68.1%-32.7pp |
| Annual return | -0.77% | 2.04%-2.8pp | 7.63%-8.4pp | 4.54%-5.3pp |
| Employer contribution / active EE | $4 | $1,133-99.7% | $2,473-99.9% | $1,882-99.8% |
| Participant deferral / active EE | $2,017 | $2,318-13.0% | $3,204-37.0% | $3,022-33.2% |
| Admin fee / account holder | $318 | $304+4.4% | $5,033-93.7% | $592-46.3% |