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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $114,441 |
SBSF1+ years Service code 10 · EIN 27-3232902 | Accounting | $44,200 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $33,949 |
ORENDA RETIREMENT, LLC1+ years Service code 13 · EIN 36-4877979 | Contract Administrator | $23,872 |
PAPILLON PRINTING, LLC1+ years Filed as: PAPILLON PRINTING Service code 13 · EIN 81-5813995 | Contract Administrator | $6,128 |
PAPILLON PRINTING, LLC1+ years Service code 13 · EIN 81-5183995 | Contract Administrator | $5,114 |
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.
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 | $54,608 | $37,196+46.8% | $154,108-64.6% | $55,725-2.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 83.0%+17.0pp | 70.9%+29.1pp |
| Annual return | -6.45% | 1319.68%-1326.1pp | 735.21%-741.7pp | 244.93%-251.4pp |
| Employer contribution / active EE | $2,053 | $1,614+27.2% | $5,298-61.2% | $2,078-1.2% |
| Participant deferral / active EE | $4,983 | $2,068+140.9% | $5,081-1.9% | $3,356+48.5% |
| Admin fee / account holder | $411 | $102+304.3% | $13,411-96.9% | $115+256.6% |