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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $83,491 |
SECURITIES AMERICA INC5+ years Service code 49 · EIN 11-2551174 | Other Services | $13,403 |
INFINEX INVESTMENTS INC1 year Service code 49 · EIN 06-1367288 | Other Services | $11,823 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $116,445 | $81,474+42.9% | $133,971-13.1% | $73,493+58.4% |
| Participation rate | 99.0% | 76.4%+22.7pp | 79.8%+19.2pp | 70.7%+28.3pp |
| Annual return | 3.69% | 19.40%-15.7pp | 45.09%-41.4pp | 28.51%-24.8pp |
| Employer contribution / active EE | $3,825 | $2,209+73.1% | $3,919-2.4% | $2,270+68.5% |
| Participant deferral / active EE | $5,246 | $3,786+38.5% | $5,047+3.9% | $3,740+40.3% |
| Admin fee / account holder | $352 | $713-50.6% | $8,929-96.1% | $513-31.3% |