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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $100,072 |
ORENDA RETIREMENT, LLC7 years Service code 13 · EIN 36-4877979 | Contract Administrator | $49,579 |
SBSF7 years Service code 13 · EIN 27-3232902 | Contract Administrator | $33,413 |
Filed as: AURORA PRIVATE WEALTH INC. Service code 27 | Advisory (Plan) | $22,207 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 | Advisory (Plan) | $13,361 |
Filed as: ALERA INVESTMENTADVISORS Service code 27 · EIN 82-1301701 | Advisory (Plan) | $0 |
AURORA PRIVATE WEALTH INC2 years Filed as: AURORA PRIVATE WEALTH Service code 27 · EIN 47-4814591 | Advisory (Plan) | $0 |
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.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,809 | $88,890+2.2% | $102,423-11.3% | $77,643+17.0% |
| Participation rate | 28.8% | 80.9%-52.1pp | 76.5%-47.7pp | 70.6%-41.8pp |
| Annual return | 10.87% | 24.98%-14.1pp | 29.32%-18.5pp | 31.24%-20.4pp |
| Employer contribution / active EE | $599 | $2,698-77.8% | $3,023-80.2% | $2,726-78.0% |
| Participant deferral / active EE | $1,486 | $5,145-71.1% | $5,053-70.6% | $4,647-68.0% |
| Admin fee / account holder | $706 | $235+200.1% | $9,451-92.5% | $430+64.1% |