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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $70,508 |
WILLIAM BLAIR9+ years Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $36,063 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,363 | $79,955+80.6% | $98,461+46.6% | $75,173+92.0% |
| Participation rate | 93.4% | 70.4%+23.0pp | 75.2%+18.2pp | 67.2%+26.2pp |
| Annual return | 14.08% | 19.75%-5.7pp | 21.17%-7.1pp | 160.72%-146.6pp |
| Employer contribution / active EE | $3,675 | $2,264+62.3% | $3,049+20.5% | $2,671+37.6% |
| Participant deferral / active EE | $6,379 | $3,752+70.0% | $4,738+34.6% | $4,126+54.6% |
| Admin fee / account holder | $634 | $6,841-90.7% | $8,961-92.9% | $5,651-88.8% |