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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,245 |
KATHMERE CAPITAL MANAGEMENT4 years Filed as: KATHMERE CAPITAL MANAGEMENT, LLC Service code 27 · EIN 81-1449683 | Advisory (Plan) | $20,831 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,137 | $62,166-38.7% | $81,286-53.1% | $74,429-48.8% |
| Participation rate | 92.7% | 64.1%+28.6pp | 69.5%+23.1pp | 67.2%+25.5pp |
| Annual return | 10.64% | 16.50%-5.9pp | 24.80%-14.2pp | 1368.38%-1357.7pp |
| Employer contribution / active EE | $1,687 | $1,881-10.3% | $2,463-31.5% | $2,625-35.7% |
| Participant deferral / active EE | $4,203 | $3,223+30.4% | $3,883+8.2% | $4,348-3.3% |
| Admin fee / account holder | $318 | $1,925-83.5% | $5,764-94.5% | $1,944-83.6% |