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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $74,080 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $24,000 |
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 | $128,999 | $69,774+84.9% | $67,561+90.9% | $74,429+73.3% |
| Participation rate | 96.1% | 71.4%+24.7pp | 72.9%+23.2pp | 67.2%+28.9pp |
| Annual return | 11.25% | -40.53%+51.8pp | 3525.44%-3514.2pp | 1368.38%-1357.1pp |
| Employer contribution / active EE | $5,399 | $2,710+99.2% | $2,735+97.4% | $2,625+105.7% |
| Participant deferral / active EE | $8,970 | $3,636+146.7% | $4,003+124.1% | $4,348+106.3% |
| Admin fee / account holder | $454 | $890-48.9% | $4,006-88.7% | $1,944-76.6% |