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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,741 |
ROCKEFELLER FINANCIAL LLC2 years Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 27 · EIN 82-3226180 | Advisory (Plan) | $54,863 |
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 | $189,874 | $91,760+106.9% | $156,181+21.6% | $67,986+179.3% |
| Participation rate | 98.7% | 65.0%+33.7pp | 78.8%+19.9pp | 57.2%+41.5pp |
| Annual return | 15.48% | 18.14%-2.7pp | 64.87%-49.4pp | 31.67%-16.2pp |
| Employer contribution / active EE | $8,996 | $2,419+271.8% | $4,294+109.5% | $2,019+345.6% |
| Participant deferral / active EE | $9,946 | $3,960+151.2% | $6,132+62.2% | $3,358+196.2% |
| Admin fee / account holder | $443 | $3,949-88.8% | $14,586-97.0% | $3,203-86.2% |