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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $90,244 |
ORENDA RETIREMENT, LLC4+ years Service code 13 · EIN 36-4877979 | Contract Administrator | $55,771 |
KESTRA INVESTMENT SERVICES LLC4+ years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $27,378 |
Service code 13 · EIN 27-3232902 | Contract Administrator | $18,252 |
COOPER SAVAS LLC1 year Filed as: COOPER SAVAS, LLC Service code 10 · EIN 27-5169784 | Accounting | $15,000 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $60,906 | $61,166-0.4% | $185,837-67.2% | $79,393-23.3% |
| Participation rate | 0.0% | 66.6%-66.6pp | 81.7%-81.7pp | 70.7%-70.7pp |
| Annual return | 13.13% | 19.45%-6.3pp | 122.08%-108.9pp | 116.87%-103.7pp |
| Employer contribution / active EE | $2,029 | $2,321-12.6% | $5,168-60.7% | $2,428-16.4% |
| Participant deferral / active EE | $4,538 | $2,789+62.7% | $5,568-18.5% | $4,046+12.2% |
| Admin fee / account holder | $502 | $710-29.2% | $16,241-96.9% | $627-19.8% |