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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,878 |
ANNEX WEALTH MANAGEMENT LLC2+ years Filed as: ANNEX WEALTH MANAGEMENT, LLC Service code 27 · EIN 68-0570166 | Advisory (Plan) | $9,541 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,376 | $65,125-64.1% | $143,797-83.7% | $66,949-65.1% |
| Participation rate | 34.1% | 65.2%-31.1pp | 80.3%-46.2pp | 69.8%-35.7pp |
| Annual return | -18.64% | -11.13%-7.5pp | -0.04%-18.6pp | 1.57%-20.2pp |
| Employer contribution / active EE | $604 | $2,362-74.5% | $4,952-87.8% | $2,545-76.3% |
| Participant deferral / active EE | $1,222 | $2,920-58.2% | $5,638-78.3% | $4,239-71.2% |
| Admin fee / account holder | $363 | $503-27.7% | $14,679-97.5% | $594-38.8% |