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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $216,300 |
BENESYS, INC.5 years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $43,200 |
Service code 15 · EIN 39-1400101 | Recordkeeping | $42,879 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $31,719 |
THE PREVIANT LAW FIRM, S.C.5 years Service code 27 · EIN 39-1211596 | Advisory (Plan) | $17,636 |
SIKICH LLP2 years Service code 10 · EIN 36-3168081 | Accounting | $16,900 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,233 | $164,2330% | $164,721-0.3% | $164,2330% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -23.20% | -8.26%-14.9pp | -5.85%-17.4pp | 2.77%-26.0pp |
| Employer contribution / active EE | $7,449 | $12,543-40.6% | $31,839-76.6% | $15,262-51.2% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $1,015 | $1,0150% | $1,000+1.5% | $1,0150% |