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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,090 |
BEMANAGED7 years Service code 13 · EIN 59-3835428 | Contract Administrator | $6,729 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $1,518 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,494 | $73,532-25.9% | $178,505-69.5% | $74,478-26.8% |
| Participation rate | 79.0% | 66.6%+12.4pp | 77.1%+1.9pp | 67.2%+11.8pp |
| Annual return | 11.15% | 17.49%-6.3pp | 27.16%-16.0pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $1,206 | $2,221-45.7% | $3,955-69.5% | $2,626-54.1% |
| Participant deferral / active EE | $4,067 | $4,519-10.0% | $6,280-35.2% | $4,350-6.5% |
| Admin fee / account holder | $324 | $1,813-82.1% | $10,428-96.9% | $1,946-83.3% |