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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $144,378 |
BLEAKLEY FINANCIAL GROUP LLC3 years Filed as: BLEAKLEY FINANCIAL GROUP, LLC Service code 27 · EIN 47-2523848 | Advisory (Plan) | $94,324 |
Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 13 · EIN 16-1616474 | Contract Administrator | $16,174 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,584 | $106,247+0.3% | $147,096-27.5% | $77,714+37.1% |
| Participation rate | 45.3% | 78.4%-33.1pp | 82.2%-36.9pp | 70.6%-25.3pp |
| Annual return | 13.88% | 56.87%-43.0pp | 419.75%-405.9pp | 31.26%-17.4pp |
| Employer contribution / active EE | $1,110 | $4,069-72.7% | $4,936-77.5% | $2,727-59.3% |
| Participant deferral / active EE | $3,849 | $7,996-51.9% | $8,071-52.3% | $4,649-17.2% |
| Admin fee / account holder | $570 | $338+68.4% | $13,005-95.6% | $433+31.5% |