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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $71,761 |
STAMBAUGH NESS PC8 years Service code 10 · EIN 23-2846715 | Accounting | $34,068 |
Filed as: F N B WEALTH MANAGEMENT Service code 16 · EIN 20-0433578 | Consulting | $18,847 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,377 | $239,571-97.8% | $183,328-97.1% | $137,256-96.1% |
| Participation rate | 0.0% | 82.4%-82.4pp | 77.3%-77.3pp | 80.0%-80.0pp |
| Annual return | 1.26% | 35.69%-34.4pp | 29.67%-28.4pp | 220.34%-219.1pp |
| Employer contribution / active EE | $0 | $6,148-100.0% | $5,055-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $7,995-100.0% | $6,795-100.0% | $6,407-100.0% |
| Admin fee / account holder | $23,921 | $30,059-20.4% | $21,427+11.6% | $12,270+95.0% |