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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,586 | $58,311+233.7% | $81,882+137.6% | $80,959+140.4% |
| Participation rate | 98.8% | 63.5%+35.3pp | 72.4%+26.4pp | 67.7%+31.1pp |
| Annual return | 12.70% | 41.85%-29.1pp | 779.47%-766.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $9,243 | $2,347+293.9% | $2,916+217.0% | $2,757+235.2% |
| Participant deferral / active EE | $10,164 | $3,287+209.2% | $4,323+135.1% | $4,300+136.4% |
| Admin fee / account holder | $909 | $4,752-80.9% | $7,360-87.6% | $6,925-86.9% |