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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 | Contract Administrator | $40,919 |
Filed as: ARCHFORD CAPITAL STRATEGIES LLC Service code 27 · EIN 46-2394834 | Advisory (Plan) | $19,432 |
PAPILLON PRINTING, LLC1 year Filed as: PAPILLON PRINTING Service code 27 · EIN 81-5183995 | Advisory (Plan) | $7,240 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $5,122 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,398 | $42,367-2.3% | $79,583-48.0% | $64,824-36.1% |
| Participation rate | 34.4% | 64.7%-30.3pp | 69.5%-35.1pp | 71.5%-37.1pp |
| Annual return | -15.28% | -12.24%-3.0pp | 0.16%-15.4pp | 32.84%-48.1pp |
| Employer contribution / active EE | $316 | $1,181-73.2% | $2,414-86.9% | $2,507-87.4% |
| Participant deferral / active EE | $947 | $3,168-70.1% | $3,986-76.2% | $4,311-78.0% |
| Admin fee / account holder | $342 | $160+114.3% | $6,835-95.0% | $188+82.1% |