Filed March 3, 2026
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,046 |
PEAK RETIREMENT GROUP5 years Filed as: PEAK WEALTH SOLUTIONS Service code 27 · EIN 34-1914557 | Advisory (Plan) | $47,099 |
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 | $210,935 | $57,305+268.1% | $86,640+143.5% | $75,173+180.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.14% | 2674.24%-2656.1pp | 592.52%-574.4pp | 160.72%-142.6pp |
| Employer contribution / active EE | $9,740 | $2,316+320.5% | $3,024+222.1% | $2,671+264.7% |
| Participant deferral / active EE | $11,184 | $3,320+236.9% | $4,438+152.0% | $4,126+171.0% |
| Admin fee / account holder | $933 | $4,116-77.3% | $5,616-83.4% | $5,651-83.5% |