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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,011 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $26,871 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $10,596 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,981 | $54,558+37.4% | $76,051-1.4% | $74,400+0.8% |
| Participation rate | 94.9% | 60.3%+34.6pp | 69.1%+25.9pp | 67.2%+27.7pp |
| Annual return | 19.13% | 31.83%-12.7pp | 360.42%-341.3pp | 1367.51%-1348.4pp |
| Employer contribution / active EE | $3,244 | $1,778+82.4% | $2,690+20.6% | $2,624+23.6% |
| Participant deferral / active EE | $4,641 | $3,065+51.4% | $4,257+9.0% | $4,348+6.7% |
| Admin fee / account holder | $451 | $2,232-79.8% | $6,416-93.0% | $1,944-76.8% |