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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,645 |
Filed as: RELATION WEALTH MANAGEMENT, INC. Service code 27 · EIN 94-4617010 | Advisory (Plan) | $18,947 |
RELATION INSURANCE SERVICES4 years Filed as: RELATION INSURANCE SERVICES OF CALI Service code 13 · EIN 26-4823657 | Contract Administrator | $15,080 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 | Advisory (Plan) | $5,639 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $0 |
Filed as: WILLSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,148 | $46,688+41.7% | $189,758-65.1% | $69,733-5.1% |
| Participation rate | 53.6% | 61.7%-8.1pp | 79.8%-26.2pp | 62.5%-8.8pp |
| Annual return | 15.77% | 14.35%+1.4pp | 52.62%-36.9pp | 15.22%+0.5pp |
| Employer contribution / active EE | $1,734 | $1,695+2.3% | $4,767-63.6% | $2,250-22.9% |
| Participant deferral / active EE | $3,473 | $2,143+62.1% | $5,856-40.7% | $3,054+13.7% |
| Admin fee / account holder | $393 | $1,700-76.9% | $20,388-98.1% | $3,102-87.3% |