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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 711 HIGH ST · DES MOINES, IA 50392 | Contract Administrator | $83,599 |
Filed as: LIMESTONE PENSION ASSOCIATES LLC Service code 13 | Contract Administrator | $32,148 |
DELAWARE INVESTMENTS2+ years Filed as: DELAWARE AVENUE WEALTH PLANNERS LLC Service code 27 | Advisory (Plan) | $28,663 |
Service code 10 · EIN 51-0232399 | Accounting | $11,000 |
Service code 27 · EIN 45-4585852 1831 DELAWARE AVENUE · WILMINGTON, DE 19806 | Advisory (Plan) | $0 |
Filed as: LIMESTONE PENSION ASSOCIATES Service code 13 · EIN 27-0172384 3411 SILVERSIDE RD STE 201 · WILMINGTON, DE 19803 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,838 | $83,023-37.6% | $102,437-49.4% | $77,762-33.3% |
| Participation rate | 43.0% | 71.5%-28.5pp | 74.5%-31.5pp | 70.6%-27.5pp |
| Annual return | 14.65% | 19.12%-4.5pp | 24.95%-10.3pp | 31.27%-16.6pp |
| Employer contribution / active EE | $1,122 | $3,552-68.4% | $3,871-71.0% | $2,728-58.9% |
| Participant deferral / active EE | $2,872 | $4,110-30.1% | $5,060-43.2% | $4,651-38.2% |
| Admin fee / account holder | $446 | $639-30.2% | $8,388-94.7% | $433+3.1% |