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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $98,910 |
CAPFINANCIAL PARTNERS LLC4+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $48,204 |
WARREN AVERETT, LLC4+ years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $10,000 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,537 | $62,267-26.9% | $110,238-58.7% | $55,725-18.3% |
| Participation rate | 93.2% | 78.1%+15.0pp | 79.8%+13.3pp | 70.9%+22.3pp |
| Annual return | -7.19% | -1.07%-6.1pp | 314.74%-321.9pp | 244.93%-252.1pp |
| Employer contribution / active EE | $1,597 | $1,941-17.7% | $3,826-58.3% | $2,078-23.2% |
| Participant deferral / active EE | $4,488 | $3,516+27.7% | $4,672-3.9% | $3,356+33.8% |
| Admin fee / account holder | $341 | $121+182.4% | $8,547-96.0% | $115+196.4% |