Filed March 3, 2026
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,369 |
PEAK RETIREMENT GROUP4 years Filed as: PEAK WEALTH SOLUTIONS Service code 27 · EIN 34-1914557 | Advisory (Plan) | $33,478 |
Filed as: FIDELITY INVESTMENTS INST OPER CO Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $237 |
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 | $151,253 | $54,355+178.3% | $82,744+82.8% | $68,486+120.9% |
| Participation rate | 98.8% | 63.9%+34.9pp | 72.6%+26.2pp | 67.9%+30.9pp |
| Annual return | -17.42% | -13.67%-3.7pp | 702.22%-719.6pp | -7.85%-9.6pp |
| Employer contribution / active EE | $9,310 | $2,219+319.6% | $3,008+209.5% | $2,597+258.5% |
| Participant deferral / active EE | $10,099 | $3,246+211.1% | $4,395+129.8% | $4,028+150.7% |
| Admin fee / account holder | $824 | $4,397-81.3% | $5,325-84.5% | $5,404-84.7% |