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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $64,267 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 | Other Services | $20,048 |
Filed as: ECONOMIC GROUP PENSION SERVICES, IN Service code 13 | Contract Administrator | $5,012 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 · EIN 13-3180178 | Contract Administrator | $4,175 |
Filed as: PRINCIPAL SECURITIES, INC. Service code 49 · EIN 42-0941553 | Other Services | $0 |
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.)
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 | $98,130 | $52,961+85.3% | $172,755-43.2% | $65,185+50.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 19.71% | 30.12%-10.4pp | 802.94%-783.2pp | 29.38%-9.7pp |
| Employer contribution / active EE | $6,274 | $2,190+186.5% | $5,144+22.0% | $2,177+188.2% |
| Participant deferral / active EE | $4,008 | $2,471+62.2% | $5,198-22.9% | $3,514+14.1% |
| Admin fee / account holder | $420 | $472-11.1% | $13,955-97.0% | $847-50.5% |