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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,691 |
PRIVATE ADVISOR GROUP LLC4+ years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $26,569 |
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 | $54,213 | $58,093-6.7% | $80,022-32.3% | $56,289-3.7% |
| Participation rate | 56.6% | 73.6%-17.1pp | 75.8%-19.3pp | 69.9%-13.3pp |
| Annual return | -6.43% | 34.63%-41.1pp | 11.22%-17.6pp | -9.96%+3.5pp |
| Employer contribution / active EE | $0 | $1,933-100.0% | $2,468-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,555 | $3,136-50.4% | $3,686-57.8% | $3,350-53.6% |
| Admin fee / account holder | $431 | $623-30.8% | $6,521-93.4% | $521-17.3% |