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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,906 |
IMA WEALTH INC4 years Service code 49 · EIN 48-1233289 | Other Services | $17,517 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $142,443 | $53,774+164.9% | $134,162+6.2% | $79,856+78.4% |
| Participation rate | 70.0% | 58.8%+11.2pp | 72.2%-2.2pp | 69.6%+0.4pp |
| Annual return | 15.84% | 19.01%-3.2pp | 36.35%-20.5pp | 31.71%-15.9pp |
| Employer contribution / active EE | $5,273 | $1,322+299.0% | $3,705+42.3% | $2,471+113.4% |
| Participant deferral / active EE | $7,752 | $2,420+220.3% | $3,500+121.5% | $3,741+107.2% |
| Admin fee / account holder | $490 | $3,985-87.7% | $6,685-92.7% | $5,306-90.8% |