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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $87,624 |
LAMON & STERN INC1 year Filed as: LAMON & STERN Service code 49 · EIN 58-1334773 | Other Services | $17,093 |
Service code 13 | Contract Administrator | $13,292 |
Filed as: PENSION FINANCIAL SERVICES Service code 13 · EIN 58-1485803 | Contract Administrator | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,937 | $64,909+57.0% | $82,312+23.8% | $62,293+63.6% |
| Participation rate | 97.6% | 74.9%+22.7pp | 76.9%+20.7pp | 69.5%+28.1pp |
| Annual return | 189.45% | 21.18%+168.3pp | 25.88%+163.6pp | 28.90%+160.6pp |
| Employer contribution / active EE | $683 | $1,676-59.3% | $2,428-71.9% | $2,042-66.6% |
| Participant deferral / active EE | $2,944 | $3,103-5.1% | $3,706-20.6% | $3,169-7.1% |
| Admin fee / account holder | $434 | $440-1.3% | $5,608-92.3% | $479-9.5% |