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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 | $69,708+85.1% | $67,560+90.9% | $74,478+73.2% |
| Participation rate | 96.1% | 71.4%+24.7pp | 72.9%+23.2pp | 67.2%+28.9pp |
| Annual return | 11.25% | -40.67%+51.9pp | 3533.50%-3522.2pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $5,399 | $2,715+98.9% | $2,737+97.3% | $2,626+105.6% |
| Participant deferral / active EE | $8,970 | $3,637+146.6% | $4,004+124.0% | $4,350+106.2% |
| Admin fee / account holder | $454 | $887-48.8% | $3,994-88.6% | $1,946-76.6% |