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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL INVESTMENTS Service code 15 · EIN 42-0127290 | Recordkeeping | $112,797 |
DONNA MAGGIOLINO1 year Filed as: DONNA THOMAS Service code 13 · EIN 16-1298413 | Contract Administrator | $21,494 |
WITHUMSMITH+BROWN, PC8+ years Filed as: DERMODY, BURKE & BROWN, CPAS, LLC Service code 10 · EIN 01-0723685 | Accounting | $15,750 |
BLITMAN & KING8+ years Filed as: BLITMAN & KING, LLP Service code 22 · EIN 16-1047304 | Insurance Broker | $14,111 |
HAZARD & SIEGEL INC7 years Filed as: HAZARD & SIEGEL ADVISORY SERVICES, Service code 27 · EIN 20-2318765 | Advisory (Plan) | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,158 | $64,729-24.1% | $112,263-56.2% | $68,490-28.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.35% | -11.40%-3.9pp | 27.49%-42.8pp | -7.85%-7.5pp |
| Employer contribution / active EE | $11,261 | $2,746+310.1% | $3,636+209.7% | $2,597+333.7% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,055 | $5,222-79.8% | $6,410-83.5% | $5,403-80.5% |