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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,747 |
BLBB ADVISORS, LLC2 years Service code 27 · EIN 20-3833772 | Advisory (Plan) | $20,093 |
THE MANDMARBLESTONE GROUP LLC6+ years Service code 13 · EIN 20-4780677 | Contract Administrator | $14,605 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,886 | $58,895-27.2% | $178,503-76.0% | $73,497-41.6% |
| Participation rate | 84.2% | 66.2%+18.0pp | 81.9%+2.3pp | 70.7%+13.5pp |
| Annual return | 12.20% | 24.86%-12.7pp | 151.12%-138.9pp | 28.51%-16.3pp |
| Employer contribution / active EE | $1,835 | $2,236-17.9% | $5,011-63.4% | $2,270-19.2% |
| Participant deferral / active EE | $2,084 | $2,567-18.8% | $5,202-59.9% | $3,740-44.3% |
| Admin fee / account holder | $331 | $400-17.4% | $13,987-97.6% | $513-35.5% |