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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $37,391 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $24,416 |
ORENDA RETIREMENT, LLC5 years Service code 13 · EIN 36-4877979 | Contract Administrator | $23,502 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,187 | $73,459-65.7% | $178,528-85.9% | $74,429-66.2% |
| Participation rate | 92.7% | 66.5%+26.1pp | 77.1%+15.6pp | 67.2%+25.5pp |
| Annual return | 10.79% | 17.50%-6.7pp | 27.11%-16.3pp | 1368.38%-1357.6pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,950-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,541 | $4,515-21.6% | $6,278-43.6% | $4,348-18.6% |
| Admin fee / account holder | $376 | $1,812-79.2% | $10,419-96.4% | $1,944-80.7% |