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| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL NICOLAUS & COMPANY INC Service code 27 · EIN 43-0538770 | Advisory (Plan) | $42,016 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,663 |
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.
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 | $80,836 | $71,142+13.6% | $119,609-32.4% | $64,808+24.7% |
| Participation rate | 53.2% | 78.6%-25.4pp | 79.3%-26.0pp | 71.5%-18.2pp |
| Annual return | -17.42% | -10.01%-7.4pp | -14.97%-2.5pp | 32.82%-50.2pp |
| Employer contribution / active EE | $944 | $2,497-62.2% | $4,232-77.7% | $2,506-62.3% |
| Participant deferral / active EE | $2,333 | $4,490-48.0% | $5,602-58.4% | $4,310-45.9% |
| Admin fee / account holder | $421 | $162+159.7% | $10,323-95.9% | $188+124.2% |