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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $164,934 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & COMPANY INC Service code 27 · EIN 43-0538770 | Advisory (Plan) | $122,417 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $695,873 | $104,336+567.0% | $159,495+336.3% | $86,828+701.4% |
| Participation rate | 0.0% | 77.7%-77.7pp | 82.8%-82.8pp | 72.3%-72.3pp |
| Annual return | 25.33% | 26.32%-1.0pp | 263.72%-238.4pp | 97.95%-72.6pp |
| Employer contribution / active EE | $7,708 | $3,451+123.3% | $4,831+59.5% | $2,406+220.3% |
| Participant deferral / active EE | $8,008 | $6,837+17.1% | $7,354+8.9% | $4,132+93.8% |
| Admin fee / account holder | $1,567 | $172+810.1% | $10,804-85.5% | $170+824.2% |