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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $86,924 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $38,784 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,950 | $73,638+147.1% | $108,410+67.8% | $79,386+129.2% |
| Participation rate | 84.3% | 77.4%+7.0pp | 80.1%+4.2pp | 70.7%+13.6pp |
| Annual return | 14.02% | 33.27%-19.2pp | 905.27%-891.3pp | 116.85%-102.8pp |
| Employer contribution / active EE | $1,780 | $2,397-25.7% | $3,558-50.0% | $2,427-26.7% |
| Participant deferral / active EE | $7,892 | $6,218+26.9% | $6,563+20.3% | $4,046+95.1% |
| Admin fee / account holder | $453 | $638-29.1% | $7,295-93.8% | $626-27.7% |