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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $133,406 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $50,967 |
METRO BENEFITS, INC.6 years Service code 13 · EIN 25-1541083 | Contract Administrator | $33,186 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,687 | $50,982+15.1% | $154,803-62.1% | $85,563-31.4% |
| Participation rate | 59.1% | 59.8%-0.6pp | 78.1%-18.9pp | 66.0%-6.8pp |
| Annual return | 10.27% | 30.35%-20.1pp | 58.88%-48.6pp | 31.51%-21.2pp |
| Employer contribution / active EE | $1,497 | $1,708-12.4% | $4,305-65.2% | $2,654-43.6% |
| Participant deferral / active EE | $1,804 | $2,474-27.1% | $5,540-67.4% | $4,375-58.8% |
| Admin fee / account holder | $252 | $846-70.2% | $14,329-98.2% | $834-69.8% |