Filed October 30, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $91,914 |
BRINKER CAPITAL5+ years Filed as: ORION INVESTMENT ADVISORS LLC Service code 27 · EIN 26-4041826 | Advisory (Plan) | $24,324 |
Filed as: DIMEO SCHNEIDER & ASSOC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $19,760 |
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 | $83,244 | $51,620+61.3% | $90,300-7.8% | $65,185+27.7% |
| Participation rate | 95.1% | 68.6%+26.4pp | 73.3%+21.8pp | 70.2%+24.9pp |
| Annual return | 32.70% | 24.94%+7.8pp | 78.11%-45.4pp | 29.38%+3.3pp |
| Employer contribution / active EE | $5,341 | $2,235+139.0% | $2,854+87.1% | $2,177+145.4% |
| Participant deferral / active EE | $9,100 | $2,871+217.0% | $3,884+134.3% | $3,514+159.0% |
| Admin fee / account holder | $344 | $384-10.4% | $5,353-93.6% | $847-59.4% |