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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 | $77,788-82.8% | $119,126-88.7% | $64,728-79.3% |
| Participation rate | 100.0% | 69.4%+30.6pp | 75.8%+24.2pp | 57.9%+42.1pp |
| Annual return | 10.62% | 13.19%-2.6pp | 282.11%-271.5pp | 49.38%-38.8pp |
| Employer contribution / active EE | $1,178 | $4,031-70.8% | $4,034-70.8% | $2,243-47.5% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $5,318-100.0% | $2,729-100.0% |
| Admin fee / account holder | $335 | $1,365-75.5% | $10,693-96.9% | $1,145-70.8% |