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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $28,034 |
STEVENS & LEE1 year Service code 29 · EIN 23-1886296 | Legal | $11,107 |
NEW DIRECTION PARTNERS7+ years Service code 34 · EIN 23-2688799 | Direct payment from the plan; Valuati... | $9,525 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,654 | $72,639-56.4% | $90,766-65.1% | $66,949-52.7% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -1.75% | -12.28%+10.5pp | -12.16%+10.4pp | 1.57%-3.3pp |
| Employer contribution / active EE | $5,607 | $2,369+136.7% | $2,922+91.9% | $2,545+120.3% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,239-100.0% |
| Admin fee / account holder | $350 | $708-50.5% | $8,446-95.9% | $594-41.0% |