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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $214,042 |
BENESYS, INC.6 years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $43,200 |
BPA OF WI A BENESYS COMPANY2 years Service code 15 · EIN 39-1400101 | Recordkeeping | $40,757 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $31,719 |
SIKICH LLP3 years Service code 10 · EIN 36-3168081 | Accounting | $18,250 |
THE PREVIANT LAW FIRM, S.C.6 years Service code 27 · EIN 39-1211596 | Advisory (Plan) | $16,494 |
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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.)
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 | $170,894 | $4,369,090-96.1% | $473,625-63.9% | $3,299,877-94.8% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 3.34% | 7.15%-3.8pp | 20.18%-16.8pp | 37.74%-34.4pp |
| Employer contribution / active EE | $7,872 | $13,270-40.7% | $29,108-73.0% | $15,788-50.1% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $1,035 | $12,034-91.4% | $2,262-54.2% | $9,287-88.9% |