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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $174,811 |
Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $66,000 |
CARON & BLETZER, PLLC3+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,007 | $65,223+401.4% | $80,022+308.6% | $55,727+486.8% |
| Participation rate | 84.3% | 80.6%+3.7pp | 75.8%+8.5pp | 70.9%+13.4pp |
| Annual return | 7.73% | 7.59%+0.1pp | 11.22%-3.5pp | 244.94%-237.2pp |
| Employer contribution / active EE | $7,721 | $2,544+203.5% | $2,468+212.9% | $2,078+271.5% |
| Participant deferral / active EE | $11,861 | $3,881+205.6% | $3,686+221.8% | $3,356+253.5% |
| Admin fee / account holder | $454 | $114+297.8% | $6,521-93.0% | $115+294.5% |