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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL TRUST COMPANY Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $54,381 |
YURCHYK & DAVIS CPA'S, INC.6 years Service code 10 · EIN 34-1638235 | Accounting | $25,448 |
CERITY PARTNERS1 year Service code 16 99 PARK AVENUE · NEW YORK, NY 10016 | Consulting | $24,000 |
MACALA & PIATT, LLC10+ years Service code 29 601 S. MAIN ST. · NORTH CANTON, OH 44720 | Legal | $22,973 |
CW BREITSMAN ASSOCIATES LLC8 years Service code 13 401 LIBERTY AVENUE · PITTSBURGH, PA 152221222 | Contract Administrator | $21,600 |
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,415 | $86,882-84.6% | $150,734-91.1% | $69,255-80.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 78.4%+21.6pp | 69.0%+31.0pp |
| Annual return | 10.62% | 10.69%-0.1pp | 600.81%-590.2pp | 26.73%-16.1pp |
| Employer contribution / active EE | $1,178 | $5,194-77.3% | $4,918-76.1% | $2,645-55.5% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $5,610-100.0% | $2,890-100.0% |
| Admin fee / account holder | $335 | $630-46.9% | $14,905-97.8% | $733-54.3% |