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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 | Contract Administrator | $46,478 |
Filed as: ARCHFORD CAPITAL STRATEGIES LLC Service code 27 · EIN 46-2394834 | Advisory (Plan) | $19,885 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,392 | $50,956+483.6% | $96,572+207.9% | $86,821+242.5% |
| Participation rate | 2.4% | 65.2%-62.9pp | 69.8%-67.5pp | 72.3%-69.9pp |
| Annual return | 12.09% | 21.27%-9.2pp | 37.79%-25.7pp | 97.94%-85.8pp |
| Employer contribution / active EE | $644 | $1,111-42.0% | $2,357-72.7% | $2,406-73.2% |
| Participant deferral / active EE | $1,185 | $2,954-59.9% | $3,850-69.2% | $4,132-71.3% |
| Admin fee / account holder | $2,301 | $166+1285.8% | $6,183-62.8% | $170+1256.8% |