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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $30,685 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,111 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,476 | $79,209+64.7% | $102,434+27.4% | $74,459+75.2% |
| Participation rate | 98.1% | 74.8%+23.3pp | 76.5%+21.6pp | 67.2%+30.9pp |
| Annual return | 17.12% | 54.98%-37.9pp | 29.46%-12.3pp | 1369.70%-1352.6pp |
| Employer contribution / active EE | $2,938 | $2,362+24.3% | $3,023-2.8% | $2,626+11.9% |
| Participant deferral / active EE | $8,996 | $4,417+103.7% | $5,055+78.0% | $4,350+106.8% |
| Admin fee / account holder | $386 | $2,002-80.7% | $9,462-95.9% | $1,945-80.1% |