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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 | $69,745+85.0% | $67,511+91.1% | $74,546+73.0% |
| Participation rate | 96.1% | 71.3%+24.8pp | 72.9%+23.2pp | 67.2%+28.9pp |
| Annual return | 11.25% | -40.37%+51.6pp | 3517.41%-3506.2pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $5,399 | $2,705+99.6% | $2,733+97.6% | $2,624+105.7% |
| Participant deferral / active EE | $8,970 | $3,636+146.7% | $4,000+124.2% | $4,347+106.3% |
| Admin fee / account holder | $454 | $894-49.2% | $3,999-88.6% | $1,944-76.6% |