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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $97,686 |
Filed as: IFP ADVISORS Service code 27 3030 N ROCKY POINT DRIVE W · TAMPA, FL 336075907 | Advisory (Plan) | $51,977 |
Filed as: IFP ADVISORS, INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $51,818 |
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.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,100 | $58,888+192.2% | $178,499-3.6% | $73,493+134.2% |
| Participation rate | 83.0% | 66.2%+16.8pp | 81.9%+1.1pp | 70.7%+12.3pp |
| Annual return | 11.91% | 24.86%-13.0pp | 151.10%-139.2pp | 28.51%-16.6pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $2,568-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $588 | $400+47.0% | $13,986-95.8% | $513+14.7% |