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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL INVESTMENTS Service code 15 · EIN 42-0127290 | Recordkeeping | $63,768 |
DONNA MAGGIOLINO7+ years Service code 13 · EIN 16-1298413 | Contract Administrator | $17,727 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 | Recordkeeping | $16,097 |
WITHUMSMITH+BROWN, PC7+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $15,000 |
BLITMAN & KING7+ years Filed as: BLITMAN & KING, LLP Service code 22 · EIN 16-1047304 | Insurance Broker | $13,780 |
HAZARD & SIEGEL INC6 years Filed as: HAZARD & SIEGEL ADVISORY SERVICES, Service code 27 · EIN 20-2318765 | Advisory (Plan) | $9,375 |
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 | $57,756 | $78,682-26.6% | $109,188-47.1% | $85,851-32.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 8.72% | 25.09%-16.4pp | 25.76%-17.0pp | 318.63%-309.9pp |
| Employer contribution / active EE | $10,605 | $2,734+287.9% | $3,723+184.9% | $2,565+313.4% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $873 | $5,470-84.0% | $6,755-87.1% | $6,261-86.1% |