Filed March 3, 2026
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| Provider | Service type | Compensation |
|---|---|---|
PEAK RETIREMENT GROUP1 year Filed as: PEAK WEALTH SOLUTIONS Service code 27 · EIN 34-1914557 | Advisory (Plan) | $32,383 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,454 |
Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $270 |
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 | $134,966 | $54,757+146.5% | $90,304+49.5% | $72,975+84.9% |
| Participation rate | 96.4% | 65.2%+31.3pp | 73.3%+23.2pp | 69.5%+26.9pp |
| Annual return | 23.49% | 30.63%-7.1pp | 78.13%-54.6pp | 81.01%-57.5pp |
| Employer contribution / active EE | $8,919 | $2,093+326.1% | $2,855+212.4% | $2,440+265.5% |
| Participant deferral / active EE | $8,233 | $2,887+185.1% | $3,885+111.9% | $3,608+128.2% |
| Admin fee / account holder | $376 | $3,973-90.5% | $5,354-93.0% | $5,124-92.7% |