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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,882 |
Service code 27 · EIN 13-5674085 | Advisory (Plan) | $36,359 |
WEST & COMPANY, CPA'S PC1 year Filed as: WEST & COMPANY CPA PC Service code 10 · EIN 14-1662664 | Accounting | $10,750 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,749 | $77,569-7.5% | $115,599-37.9% | $64,097+11.9% |
| Participation rate | 91.6% | 60.7%+30.9pp | 74.3%+17.3pp | 55.2%+36.4pp |
| Annual return | 11.98% | 18.52%-6.5pp | 111.10%-99.1pp | 34.64%-22.7pp |
| Employer contribution / active EE | $2,020 | $1,915+5.5% | $2,955-31.7% | $1,891+6.8% |
| Participant deferral / active EE | $2,712 | $3,327-18.5% | $4,889-44.5% | $3,080-11.9% |
| Admin fee / account holder | $633 | $4,470-85.8% | $12,841-95.1% | $3,454-81.7% |