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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $96,001 |
DANZIGER & MARKHOFF LLP5 years Service code 49 · EIN 13-3010201 | Other Services | $11,630 |
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 | $303,089 | $136,307+122.4% | $177,827+70.4% | $73,493+312.4% |
| Participation rate | 92.5% | 86.1%+6.4pp | 87.7%+4.7pp | 70.7%+21.8pp |
| Annual return | 18.10% | 18.68%-0.6pp | 48.32%-30.2pp | 28.51%-10.4pp |
| Employer contribution / active EE | $2,584 | $3,712-30.4% | $5,918-56.3% | $2,270+13.8% |
| Participant deferral / active EE | $11,991 | $5,829+105.7% | $7,713+55.5% | $3,740+220.6% |
| Admin fee / account holder | $405 | $596-32.0% | $12,429-96.7% | $513-21.1% |