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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,896 |
IMA WEALTH INC5 years Service code 49 · EIN 48-1233289 | Other Services | $22,602 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $151,717 | $58,726+158.3% | $142,898+6.2% | $85,847+76.7% |
| Participation rate | 71.0% | 58.5%+12.5pp | 72.0%-1.0pp | 69.3%+1.6pp |
| Annual return | 9.96% | 27.73%-17.8pp | 5639.64%-5629.7pp | 318.61%-308.6pp |
| Employer contribution / active EE | $4,670 | $1,424+228.0% | $4,146+12.6% | $2,565+82.0% |
| Participant deferral / active EE | $6,777 | $2,609+159.8% | $3,838+76.5% | $3,952+71.5% |
| Admin fee / account holder | $576 | $4,234-86.4% | $6,560-91.2% | $6,261-90.8% |