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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 39-1761679 | Recordkeeping | $390,516 |
REINHART BOERNER VAN DEUREN S.C.10+ years Filed as: REINHART, BOERNER, VAN DEUREN, ETC Service code 29 · EIN 39-1126909 | Legal | $75,235 |
MARINER LLC1 year Filed as: MARINER CONSULTING Service code 27 · EIN 59-3676225 | Advisory (Plan) | $16,375 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $243,463 | $241,450+0.8% | $103,378+135.5% | $199,874+21.8% |
| Participation rate | 91.9% | 78.4%+13.6pp | 74.5%+17.4pp | 72.0%+19.9pp |
| Annual return | 15.41% | 17.80%-2.4pp | 24.91%-9.5pp | 34.28%-18.9pp |
| Employer contribution / active EE | $10,730 | $4,250+152.4% | $3,870+177.2% | $3,036+253.4% |
| Participant deferral / active EE | $376 | $3,962-90.5% | $5,058-92.6% | $5,090-92.6% |
| Admin fee / account holder | $364 | $288+26.5% | $8,401-95.7% | $269+35.3% |