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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,797 |
401(K) ADVISORS INC5 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $15,606 |
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.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,833 | $74,706-26.6% | $75,696-27.6% | $79,386-30.9% |
| Participation rate | 30.7% | 75.3%-44.6pp | 74.8%-44.1pp | 70.7%-40.0pp |
| Annual return | 25.81% | 18.52%+7.3pp | 104.53%-78.7pp | 116.85%-91.0pp |
| Employer contribution / active EE | $0 | $2,590-100.0% | $2,743-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,256 | $3,533-64.5% | $3,821-67.1% | $4,046-69.0% |
| Admin fee / account holder | $478 | $374+27.8% | $3,619-86.8% | $626-23.6% |