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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,497 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNNING, INC. Service code 27 · EIN 43-1270780 | Advisory (Plan) | $22,000 |
COHNREZNICK LLP1 year Filed as: COHNREZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $14,919 |
THE PFE GROUP6 years Filed as: PFE ADVISORS, INC. Service code 27 · EIN 71-1036677 | Advisory (Plan) | $12,214 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,151 | $37,317+26.4% | $77,024-38.8% | $77,904-39.5% |
| Participation rate | 19.6% | 46.9%-27.3pp | 67.9%-48.3pp | 73.7%-54.1pp |
| Annual return | -12.70% | -5.88%-6.8pp | 42.32%-55.0pp | 12.21%-24.9pp |
| Employer contribution / active EE | $470 | $1,218-61.4% | $2,812-83.3% | $2,848-83.5% |
| Participant deferral / active EE | $1,309 | $2,564-48.9% | $4,426-70.4% | $4,806-72.8% |
| Admin fee / account holder | $408 | $126+224.8% | $5,425-92.5% | $133+208.0% |