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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $147,919 |
GLOBAL RETIREMENT PARTNERS LLC11+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $68,513 |
RSM US LLP8 years Service code 10 · EIN 04-2071432 | Accounting | $26,250 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $858,939 | $143,969+496.6% | $199,883+329.7% | $82,637+939.4% |
| Participation rate | 95.1% | 84.1%+11.0pp | 86.8%+8.4pp | 68.1%+27.1pp |
| Annual return | 11.83% | 25.67%-13.8pp | 43.81%-32.0pp | 53.51%-41.7pp |
| Employer contribution / active EE | $29,009 | $4,632+526.2% | $6,261+363.3% | $2,552+1036.6% |
| Participant deferral / active EE | $16,634 | $6,937+139.8% | $9,138+82.0% | $4,126+303.1% |
| Admin fee / account holder | $993 | $14,597-93.2% | $17,268-94.3% | $7,339-86.5% |