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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,149 |
Filed as: LEAF HOUSE FINANCIAL ADVISORS LLC Service code 27 · EIN 26-4311657 | Advisory (Plan) | $9,946 |
RSM US LLP2 years Service code 10 · EIN 42-0171432 | Accounting | $6,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,030 | $56,484-89.3% | $169,452-96.4% | $64,173-90.6% |
| Participation rate | 93.6% | 64.5%+29.0pp | 77.8%+15.8pp | 69.6%+24.0pp |
| Annual return | -5.73% | -1.55%-4.2pp | 1.83%-7.6pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,262 | $3,448+110.6% | $5,277+37.6% | $3,470+109.3% |
| Admin fee / account holder | $350 | $4,174-91.6% | $9,110-96.2% | $4,887-92.8% |