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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $111,251 |
CAPFINANCIAL PARTNERS LLC5+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $53,204 |
WARREN AVERETT, LLC5+ 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.)
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 | $51,587 | $69,159-25.4% | $125,192-58.8% | $67,579-23.7% |
| Participation rate | 93.9% | 78.2%+15.7pp | 79.8%+14.1pp | 71.3%+22.6pp |
| Annual return | 20.64% | 27.12%-6.5pp | 43.79%-23.2pp | 378.56%-357.9pp |
| Employer contribution / active EE | $1,461 | $2,023-27.8% | $3,866-62.2% | $2,148-32.0% |
| Participant deferral / active EE | $4,651 | $3,700+25.7% | $4,937-5.8% | $3,539+31.4% |
| Admin fee / account holder | $339 | $142+138.8% | $9,704-96.5% | $142+137.9% |