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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 | $43,496+52.1% | $161,489-59.0% | $64,340+2.8% |
| Participation rate | 53.6% | 53.5%+0.1pp | 78.7%-25.1pp | 55.2%-1.6pp |
| Annual return | 15.77% | 20.76%-5.0pp | 89.72%-74.0pp | 24.14%-8.4pp |
| Employer contribution / active EE | $1,734 | $1,431+21.2% | $4,268-59.4% | $1,862-6.9% |
| Participant deferral / active EE | $3,473 | $1,996+74.0% | $5,630-38.3% | $2,980+16.5% |
| Admin fee / account holder | $393 | $2,330-83.1% | $16,006-97.5% | $3,703-89.4% |