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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 15 711 HIGH ST. · DES MOINES, IA 50392 | Recordkeeping | $91,840 |
NOVAK BIRKS, P.C.8+ years Service code 10 · EIN 43-1122456 | Accounting | $16,489 |
Filed as: STRATEGIC CAPITAL Service code 27 700 E. BUTTERFIELD ROAD · LOMBARD, IL 60148 | Advisory (Plan) | $15,623 |
USI CONSULTING GROUP2 years Filed as: USI INSURANCE ASSOCIATES Service code 17 333 BRIDGE ST NW 400 · GRAND RAPIDS, MI 49504 | Pension Consulting | $10,412 |
SPENCER FANE LLP8+ years Filed as: SPENCER FANE BRITT & BROWNE LLP Service code 29 · EIN 44-0561981 | Legal | $5,977 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,591 | $106,236-57.1% | $112,258-59.4% | $64,814-29.7% |
| Participation rate | 92.4% | 71.7%+20.7pp | 75.1%+17.3pp | 71.5%+20.9pp |
| Annual return | -16.92% | -6.02%-10.9pp | 27.47%-44.4pp | 32.84%-49.8pp |
| Employer contribution / active EE | $719 | $3,166-77.3% | $3,636-80.2% | $2,507-71.3% |
| Participant deferral / active EE | $1,676 | $3,785-55.7% | $4,728-64.6% | $4,310-61.1% |
| Admin fee / account holder | $359 | $452-20.6% | $6,411-94.4% | $188+90.9% |