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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 39-1761679 | Recordkeeping | $352,878 |
REINHART BOERNER VAN DEUREN S.C.7+ years Filed as: REINHART, BOERNER, VAN DEUREN, ETC Service code 29 · EIN 39-1126909 | Legal | $60,041 |
ANDCO CONSULTING2 years Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $29,000 |
BAUMAN ASSOCIATES7+ years Service code 10 · EIN 39-1277627 | Accounting | $26,805 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,584 | $88,770+183.4% | $109,191+130.4% | $93,010+170.5% |
| Participation rate | 96.4% | 81.5%+14.9pp | 75.9%+20.5pp | 73.9%+22.5pp |
| Annual return | 11.99% | 60.64%-48.7pp | 25.76%-13.8pp | 158.70%-146.7pp |
| Employer contribution / active EE | $9,236 | $3,780+144.3% | $3,723+148.1% | $2,705+241.4% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,561-100.0% |
| Admin fee / account holder | $413 | $172+139.6% | $6,756-93.9% | $152+172.2% |