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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $99,346 |
Filed as: BROOKLIGHT PLACE SECURITIES, INC. Service code 49 · EIN 36-3317130 | Other Services | $31,510 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,315 | $106,247-65.8% | $147,096-75.3% | $77,714-53.3% |
| Participation rate | 97.1% | 78.4%+18.7pp | 82.2%+14.9pp | 70.6%+26.5pp |
| Annual return | 13.63% | 56.87%-43.2pp | 419.75%-406.1pp | 31.26%-17.6pp |
| Employer contribution / active EE | $2,163 | $4,069-46.9% | $4,936-56.2% | $2,727-20.7% |
| Participant deferral / active EE | $3,289 | $7,996-58.9% | $8,071-59.2% | $4,649-29.3% |
| Admin fee / account holder | $318 | $338-5.9% | $13,005-97.6% | $433-26.5% |