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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $132,324 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,506 |
EISNERAMPER LLP2+ years Service code 10 · EIN 13-1639826 | Accounting | $10,918 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,379 | $52,523+5.4% | $117,529-52.9% | $77,906-28.9% |
| Participation rate | 10.0% | 61.6%-51.5pp | 70.6%-60.6pp | 73.7%-63.7pp |
| Annual return | -14.04% | -13.76%-0.3pp | 29.77%-43.8pp | 12.16%-26.2pp |
| Employer contribution / active EE | $0 | $2,166-100.0% | $4,179-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $492 | $3,087-84.1% | $4,072-87.9% | $4,805-89.8% |
| Admin fee / account holder | $341 | $99+243.6% | $5,645-94.0% | $133+157.2% |