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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $170,233 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR & COMPANY L.L.C. Service code 49 · EIN 36-2214610 | Other Services | $80,335 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,732 | $86,225-9.9% | $146,665-47.0% | $86,799-10.4% |
| Participation rate | 83.2% | 78.0%+5.2pp | 80.1%+3.1pp | 72.3%+10.9pp |
| Annual return | 19.46% | 31.23%-11.8pp | 22.74%-3.3pp | 97.91%-78.4pp |
| Employer contribution / active EE | $724 | $2,392-69.8% | $4,136-82.5% | $2,405-69.9% |
| Participant deferral / active EE | $4,022 | $4,245-5.3% | $5,506-27.0% | $4,131-2.6% |
| Admin fee / account holder | $342 | $195+75.0% | $10,280-96.7% | $170+101.6% |