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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $119,759 |
ALLIANCE BENEFIT GROUP6 years Service code 13 | Contract Administrator | $54,125 |
CETERA ADVISOR NETWORKS LLC11+ years Filed as: CETERA ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $50,979 |
ALLIANCE BENEFIT GROUP11+ years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 · EIN 76-0500416 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,969 | $135,961+44.1% | $96,707+102.6% | $67,986+188.3% |
| Participation rate | 98.3% | 76.3%+22.0pp | 80.4%+17.9pp | 57.2%+41.1pp |
| Annual return | 13.47% | 31.14%-17.7pp | 34.78%-21.3pp | 31.67%-18.2pp |
| Employer contribution / active EE | $5,520 | $5,011+10.2% | $4,191+31.7% | $2,019+173.4% |
| Participant deferral / active EE | $7,307 | $7,360-0.7% | $5,997+21.9% | $3,358+117.6% |
| Admin fee / account holder | $655 | $2,370-72.4% | $7,503-91.3% | $3,203-79.6% |