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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $74,471 |
IMA WEALTH INC7 years Service code 27 · EIN 48-1233289 | Advisory (Plan) | $37,387 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,069 | $70,666+13.3% | $169,385-52.7% | $75,181+6.5% |
| Participation rate | 94.7% | 64.8%+30.0pp | 77.2%+17.6pp | 67.2%+27.5pp |
| Annual return | 17.07% | 36.37%-19.3pp | 405.82%-388.7pp | 160.69%-143.6pp |
| Employer contribution / active EE | $10,405 | $2,210+370.8% | $4,012+159.4% | $2,671+289.6% |
| Participant deferral / active EE | $28,803 | $4,308+568.5% | $6,221+363.0% | $4,126+598.1% |
| Admin fee / account holder | $333 | $5,402-93.8% | $9,011-96.3% | $5,650-94.1% |