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| Provider | Service type | Compensation |
|---|---|---|
DANZIGER & MARKHOFF LLP9 years Service code 49 · EIN 13-3010201 | Other Services | $0 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
Employer 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $366,137 | $122,239+199.5% | $184,200+98.8% | $74,546+391.2% |
| Participation rate | 89.6% | 85.5%+4.1pp | 86.8%+2.8pp | 67.2%+22.4pp |
| Annual return | 14.90% | 19.95%-5.0pp | 28.80%-13.9pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $791 | $4,537-82.6% | $6,424-87.7% | $2,624-69.9% |
| Participant deferral / active EE | $14,473 | $7,139+102.7% | $9,132+58.5% | $4,347+232.9% |
| Admin fee / account holder | $558 | $1,260-55.7% | $13,907-96.0% | $1,944-71.3% |