Filed October 24, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,359 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $17,844 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,788 | $72,272+17.3% | $101,264-16.3% | $79,858+6.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.38% | 22.30%-8.9pp | 46.48%-33.1pp | 31.72%-18.3pp |
| Employer contribution / active EE | $6,538 | $2,692+142.9% | $3,660+78.6% | $2,471+164.6% |
| Participant deferral / active EE | $4,581 | $3,282+39.6% | $4,370+4.8% | $3,740+22.5% |
| Admin fee / account holder | $453 | $4,401-89.7% | $5,947-92.4% | $5,306-91.5% |