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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,807 |
GLOBAL RETIREMENT PARTNERS LLC6+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,465 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,673 | $86,949-13.0% | $102,460-26.1% | $80,959-6.5% |
| Participation rate | 92.5% | 72.4%+20.1pp | 76.5%+16.0pp | 67.7%+24.8pp |
| Annual return | 14.68% | 18.89%-4.2pp | 29.47%-14.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $1,479 | $2,370-37.6% | $3,025-51.1% | $2,757-46.4% |
| Participant deferral / active EE | $6,239 | $4,121+51.4% | $5,056+23.4% | $4,300+45.1% |
| Admin fee / account holder | $422 | $8,048-94.8% | $9,460-95.5% | $6,925-93.9% |