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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $63,717 |
Filed as: LEUMI INVESTMENT SERVICES Service code 27 | Advisory (Plan) | $27,782 |
PPC INC4 years Service code 13 | Contract Administrator | $6,274 |
PPC INC1 year Filed as: PPC, INC. Service code 13 · EIN 13-3384874 | Contract Administrator | $100 |
Service code 27 · EIN 13-4132289 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,798 | $82,130-11.4% | $453,569-83.9% | $79,391-8.3% |
| Participation rate | 93.4% | 73.4%+20.0pp | 78.0%+15.4pp | 70.7%+22.7pp |
| Annual return | 13.70% | 345.31%-331.6pp | 64.43%-50.7pp | 116.88%-103.2pp |
| Employer contribution / active EE | $2,449 | $2,659-7.9% | $4,072-39.9% | $2,428+0.9% |
| Participant deferral / active EE | $2,673 | $4,314-38.0% | $6,211-57.0% | $4,046-33.9% |
| Admin fee / account holder | $314 | $531-40.8% | $11,214-97.2% | $627-49.8% |