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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $135,398 |
CETERA ADVISOR NETWORKS LLC9+ years Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $45,355 |
ALLIANCE BENEFIT GROUP9+ years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 · EIN 76-0500416 | Contract Administrator | $41,607 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,703 | $101,955+85.1% | $112,899+67.1% | $71,511+163.9% |
| Participation rate | 98.3% | 82.1%+16.2pp | 80.5%+17.8pp | 67.9%+30.4pp |
| Annual return | 13.73% | 28.92%-15.2pp | 34.11%-20.4pp | 28.86%-15.1pp |
| Employer contribution / active EE | $4,650 | $4,743-2.0% | $4,566+1.8% | $2,589+79.6% |
| Participant deferral / active EE | $6,272 | $6,771-7.4% | $6,516-3.7% | $4,291+46.2% |
| Admin fee / account holder | $744 | $1,395-46.7% | $7,047-89.4% | $1,588-53.2% |