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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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,148 | $49,915+32.5% | $154,803-57.3% | $74,304-11.0% |
| Participation rate | 53.6% | 54.0%-0.3pp | 78.1%-24.5pp | 60.3%-6.7pp |
| Annual return | 15.77% | 34.06%-18.3pp | 58.88%-43.1pp | 29.43%-13.7pp |
| Employer contribution / active EE | $1,734 | $1,611+7.6% | $4,305-59.7% | $2,241-22.6% |
| Participant deferral / active EE | $3,473 | $2,255+54.0% | $5,540-37.3% | $3,767-7.8% |
| Admin fee / account holder | $393 | $2,189-82.1% | $14,329-97.3% | $2,969-86.8% |