Filed March 3, 2026
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $81,419 |
PEAK RETIREMENT GROUP6 years Filed as: PEAK WEALTH SOLUTIONS Service code 27 · EIN 34-1914557 | Advisory (Plan) | $47,770 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $240 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,586 | $58,208+234.3% | $81,812+137.8% | $80,856+140.7% |
| Participation rate | 98.8% | 63.4%+35.4pp | 72.3%+26.5pp | 67.6%+31.2pp |
| Annual return | 12.70% | 41.66%-29.0pp | 773.79%-761.1pp | 35.59%-22.9pp |
| Employer contribution / active EE | $9,243 | $2,340+295.0% | $2,912+217.4% | $2,755+235.5% |
| Participant deferral / active EE | $10,164 | $3,281+209.8% | $4,319+135.4% | $4,296+136.6% |
| Admin fee / account holder | $909 | $4,981-81.8% | $7,386-87.7% | $6,918-86.9% |