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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,127 |
BLBB ADVISORS, LLC3 years Service code 27 · EIN 20-3833772 | Advisory (Plan) | $24,229 |
THE MANDMARBLESTONE GROUP LLC7+ years Service code 13 · EIN 20-4780677 | Contract Administrator | $16,661 |
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 | $45,647 | $61,166-25.4% | $185,849-75.4% | $79,391-42.5% |
| Participation rate | 83.2% | 66.6%+16.6pp | 81.7%+1.5pp | 70.7%+12.5pp |
| Annual return | 16.31% | 19.45%-3.1pp | 122.10%-105.8pp | 116.88%-100.6pp |
| Employer contribution / active EE | $1,792 | $2,321-22.8% | $5,169-65.3% | $2,428-26.2% |
| Participant deferral / active EE | $2,203 | $2,789-21.0% | $5,569-60.4% | $4,046-45.6% |
| Admin fee / account holder | $390 | $710-45.0% | $16,244-97.6% | $627-37.7% |