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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,349 |
Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 27 · EIN 82-3226180 | Advisory (Plan) | $30,953 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $24,735 |
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 | $159,849 | $88,137+81.4% | $164,975-3.1% | $74,429+114.8% |
| Participation rate | 99.2% | 73.1%+26.0pp | 78.6%+20.5pp | 67.2%+31.9pp |
| Annual return | 11.88% | 17.13%-5.3pp | 70.12%-58.2pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $8,807 | $2,597+239.1% | $4,343+102.8% | $2,625+235.5% |
| Participant deferral / active EE | $9,505 | $4,501+111.2% | $6,033+57.5% | $4,348+118.6% |
| Admin fee / account holder | $413 | $2,231-81.5% | $12,688-96.7% | $1,944-78.7% |