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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $221,997 |
ASSOCIATED ADMINISTRATORS, LLC2+ years Filed as: ASSOCIATED ADMINISTRATORS INC Service code 13 · EIN 52-0940029 | Contract Administrator | $12,000 |
NOVAK FRANCELLA LLC2+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $7,750 |
SEYFARTH SHAW LLP2+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $7,613 |
BREDHOFF & KAISER2+ years Service code 29 · EIN 52-0969534 | Legal | $6,915 |
MEKETA INVESTMENT GROUP2+ years Filed as: MEKETA INVESTMENT GROUP INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,035 | $23,734+13.9% | $69,182-60.9% | $65,292-58.6% |
| Participation rate | 16.2% | 33.1%-17.0pp | 55.1%-39.0pp | 72.4%-56.3pp |
| Annual return | 6.07% | 19.78%-13.7pp | -21.93%+28.0pp | 11.84%-5.8pp |
| Employer contribution / active EE | $0 | $294-100.0% | $1,206-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $560 | $695-19.4% | $1,897-70.5% | $3,579-84.3% |
| Admin fee / account holder | $262 | $58+348.5% | $2,697-90.3% | $57+357.3% |