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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 | $91,120+108.4% | $161,149+17.8% | $64,097+196.2% |
| Participation rate | 98.7% | 62.2%+36.5pp | 78.8%+19.9pp | 55.2%+43.5pp |
| Annual return | 15.48% | 17.95%-2.5pp | 21.16%-5.7pp | 34.64%-19.2pp |
| Employer contribution / active EE | $8,996 | $2,284+293.8% | $4,360+106.3% | $1,891+375.6% |
| Participant deferral / active EE | $9,946 | $3,708+168.2% | $6,153+61.6% | $3,080+222.9% |
| Admin fee / account holder | $443 | $4,535-90.2% | $15,194-97.1% | $3,454-87.2% |