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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,648 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $45,634 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant 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.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,138 | $136,307+9.4% | $177,840-16.1% | $73,493+102.9% |
| Participation rate | 82.6% | 86.1%-3.5pp | 87.7%-5.2pp | 70.7%+11.9pp |
| Annual return | 17.30% | 18.68%-1.4pp | 48.32%-31.0pp | 28.51%-11.2pp |
| Employer contribution / active EE | $6,799 | $3,712+83.2% | $5,919+14.9% | $2,270+199.5% |
| Participant deferral / active EE | $332 | $5,829-94.3% | $7,714-95.7% | $3,740-91.1% |
| Admin fee / account holder | $323 | $596-45.8% | $12,431-97.4% | $513-37.1% |