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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $147,573 |
BENESYS, INC.1 year Filed as: BENESYS INC Service code 13 · EIN 38-2383170 | Contract Administrator | $25,802 |
Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $20,000 |
FUIMAN MOGILA, LLP1 year Filed as: FUIMAN MOGILA LLP Service code 29 · EIN 87-2593727 | Legal | $15,570 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $9,655 |
REID & RIEGE, P.C.1 year Filed as: REID AND REIGE PC Service code 26 · EIN 06-0867204 | Advisory (Participants) | $6,658 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,733 | $82,979-25.6% | $102,412-39.7% | $77,736-20.6% |
| Participation rate | 94.0% | 71.5%+22.5pp | 74.5%+19.5pp | 70.6%+23.4pp |
| Annual return | 12.09% | 19.11%-7.0pp | 24.94%-12.8pp | 31.26%-19.2pp |
| Employer contribution / active EE | $2,427 | $3,554-31.7% | $3,870-37.3% | $2,728-11.0% |
| Participant deferral / active EE | $1,905 | $4,109-53.6% | $5,060-62.3% | $4,651-59.0% |
| Admin fee / account holder | $455 | $639-28.7% | $8,388-94.6% | $433+5.1% |