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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 |
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 | $92,224-85.5% | $105,223-87.3% | $79,634-83.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 10.62% | 88.65%-78.0pp | 180.65%-170.0pp | 36.46%-25.8pp |
| Employer contribution / active EE | $1,178 | $3,965-70.3% | $3,689-68.1% | $2,529-53.4% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $335 | $1,121-70.1% | $8,859-96.2% | $1,002-66.6% |