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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 503920001 | Contract Administrator | $92,081 |
LASALLE CONSULTING PARTNERS4 years Filed as: LASALLE STREET SECURITIES, L.L.C. Service code 49 | Other Services | $63,483 |
PENSION ASSURANCE LLP10+ years Filed as: THE PENSION SPECIALISTS, LTD. Service code 13 · EIN 36-3592542 10501 N. 2ND STREET · MACHESNEY PARK, IL 61115 | Contract Administrator | $17,471 |
Filed as: LASALLE ST SECURITIES L.L.C. Service code 49 · EIN 52-2175592 940 INDUSTRIAL DRIVE · ELMHURST, IL 601261139 | Other Services | $0 |
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 | $102,841 | $88,203+16.6% | $165,100-37.7% | $74,478+38.1% |
| Participation rate | 99.3% | 73.1%+26.2pp | 78.6%+20.7pp | 67.2%+32.1pp |
| Annual return | 13.73% | 17.13%-3.4pp | 70.21%-56.5pp | 1370.56%-1356.8pp |
| Employer contribution / active EE | $3,909 | $2,601+50.3% | $4,348-10.1% | $2,626+48.8% |
| Participant deferral / active EE | $6,456 | $4,505+43.3% | $6,035+7.0% | $4,350+48.4% |
| Admin fee / account holder | $503 | $2,235-77.5% | $12,696-96.0% | $1,946-74.1% |