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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 503920001 | Contract Administrator | $74,369 |
LASALLE CONSULTING PARTNERS3 years Filed as: LASALLE STREET SECURITIES, L.L.C. Service code 49 | Other Services | $54,522 |
PENSION ASSURANCE LLP9+ years Filed as: THE PENSION SPECIALISTS, LTD. Service code 13 · EIN 36-3592542 10501 N. 2ND STREET · MACHESNEY PARK, IL 61115 | Contract Administrator | $14,385 |
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 | $94,339 | $83,090+13.5% | $130,062-27.5% | $71,529+31.9% |
| Participation rate | 97.9% | 74.1%+23.8pp | 78.5%+19.4pp | 67.9%+30.0pp |
| Annual return | 20.60% | 20.61%0pp | -137.37%+158.0pp | 28.97%-8.4pp |
| Employer contribution / active EE | $3,588 | $2,624+36.8% | $4,322-17.0% | $2,590+38.6% |
| Participant deferral / active EE | $5,322 | $4,436+20.0% | $5,821-8.6% | $4,291+24.0% |
| Admin fee / account holder | $433 | $1,727-75.0% | $10,601-95.9% | $1,588-72.8% |