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| Provider | Service type | Compensation |
|---|---|---|
RUEFF & ASSOCIATES CPA'S1 year Filed as: RUEFF & ASSOCIATES Service code 10 · EIN 31-1231152 | Accounting | $20,700 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,966 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,787 | $52,884-39.9% | $84,753-62.5% | $55,167-42.4% |
| Participation rate | 69.2% | 67.5%+1.7pp | 76.6%-7.4pp | 69.0%+0.2pp |
| Annual return | 7.03% | 18.03%-11.0pp | 22.78%-15.8pp | 169.23%-162.2pp |
| Employer contribution / active EE | $3,376 | $2,233+51.1% | $3,574-5.6% | $1,963+72.0% |
| Participant deferral / active EE | $1,074 | $2,644-59.4% | $3,712-71.1% | $3,054-64.8% |
| Admin fee / account holder | $383 | $581-34.1% | $5,333-92.8% | $504-24.1% |