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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL INVESTMENTS Service code 15 · EIN 42-0127290 | Recordkeeping | $131,626 |
WITHUMSMITH+BROWN, PC10+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $18,000 |
BLITMAN & KING10+ years Filed as: BLITMAN & KING, LLP Service code 22 · EIN 16-1047304 | Insurance Broker | $15,624 |
HAZARD & SIEGEL INC9 years Filed as: HAZARD & SIEGEL ADVISORY SERVICES, Service code 27 · EIN 20-2318765 | Advisory (Plan) | $8,800 |
DONNA MAGGIOLINO3 years Filed as: DONNA THOMAS Service code 13 · EIN 16-1298413 | Contract Administrator | $8,330 |
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 | $58,864 | $81,504-27.8% | $102,437-42.5% | $80,959-27.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 8.53% | 25.60%-17.1pp | 24.95%-16.4pp | 35.67%-27.1pp |
| Employer contribution / active EE | $9,403 | $3,104+203.0% | $3,871+142.9% | $2,757+241.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,205 | $6,719-82.1% | $8,388-85.6% | $6,925-82.6% |