Filed March 3, 2026
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $89,443 |
PEAK RETIREMENT GROUP3 years Filed as: PEAK WEALTH SOLUTIONS Service code 27 · EIN 34-1914557 | Advisory (Plan) | $28,995 |
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 | $182,757 | $65,423+179.3% | $98,477+85.6% | $85,856+112.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 14.21% | 21.76%-7.5pp | 1493.59%-1479.4pp | 318.58%-304.4pp |
| Employer contribution / active EE | $9,430 | $2,168+334.9% | $2,961+218.5% | $2,565+267.6% |
| Participant deferral / active EE | $9,555 | $3,167+201.7% | $4,276+123.4% | $3,952+141.8% |
| Admin fee / account holder | $886 | $4,594-80.7% | $5,951-85.1% | $6,261-85.9% |