Filed March 3, 2026
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,846 |
PEAK WEALTH SOLUTION2 years Service code 27 · EIN 34-1914557 | Advisory (Plan) | $29,282 |
Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $320 |
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 | $115,961 | $49,177+135.8% | $79,467+45.9% | $64,173+80.7% |
| Participation rate | 90.6% | 65.0%+25.6pp | 73.3%+17.2pp | 69.6%+21.0pp |
| Annual return | -5.78% | -1.16%-4.6pp | 718.30%-724.1pp | 7.63%-13.4pp |
| Employer contribution / active EE | $8,194 | $2,076+294.6% | $2,800+192.6% | $2,381+244.2% |
| Participant deferral / active EE | $7,540 | $2,821+167.3% | $3,704+103.6% | $3,470+117.3% |
| Admin fee / account holder | $469 | $3,839-87.8% | $5,104-90.8% | $4,887-90.4% |