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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,996 |
LOREN D. STARK COMPANY1+ years Service code 13 · EIN 74-1537058 | Contract Administrator | $14,803 |
MANSKE WEALTH MANAGEMENT, LLC1+ years Service code 27 · EIN 36-4740971 | Advisory (Plan) | $8,330 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,203 | $83,023-38.3% | $102,437-50.0% | $77,762-34.2% |
| Participation rate | 52.5% | 71.5%-19.0pp | 74.5%-22.0pp | 70.6%-18.1pp |
| Annual return | 19.01% | 19.12%-0.1pp | 24.95%-5.9pp | 31.27%-12.3pp |
| Employer contribution / active EE | $1,606 | $3,552-54.8% | $3,871-58.5% | $2,728-41.1% |
| Participant deferral / active EE | $3,441 | $4,110-16.3% | $5,060-32.0% | $4,651-26.0% |
| Admin fee / account holder | $413 | $639-35.4% | $8,388-95.1% | $433-4.7% |