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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 | $88,203+81.2% | $165,100-3.2% | $74,478+114.6% |
| Participation rate | 99.2% | 73.1%+26.0pp | 78.6%+20.5pp | 67.2%+31.9pp |
| Annual return | 11.88% | 17.13%-5.3pp | 70.21%-58.3pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $8,807 | $2,601+238.7% | $4,348+102.6% | $2,626+235.4% |
| Participant deferral / active EE | $9,505 | $4,505+111.0% | $6,035+57.5% | $4,350+118.5% |
| Admin fee / account holder | $413 | $2,235-81.5% | $12,696-96.7% | $1,946-78.8% |