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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,148 |
Filed as: PRINCIPAL SECURITIES, INC. Service code 49 · EIN 42-0941553 | Other Services | $18,392 |
PENCOR, INC.2 years Service code 13 · EIN 59-3186581 | Contract Administrator | $5,409 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 · EIN 13-3180178 | Contract Administrator | $4,434 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $82,359 | $47,977+71.7% | $154,111-46.6% | $56,287+46.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -6.35% | 3.54%-9.9pp | 735.18%-741.5pp | -9.96%+3.6pp |
| Employer contribution / active EE | $6,391 | $2,169+194.7% | $5,298+20.6% | $2,111+202.7% |
| Participant deferral / active EE | $4,517 | $2,392+88.9% | $5,081-11.1% | $3,350+34.8% |
| Admin fee / account holder | $424 | $438-3.2% | $13,411-96.8% | $521-18.6% |