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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $65,304 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $25,481 |
PENSION ASSURANCE LLP1 year Filed as: PENSION SOLUTIONS, INC Service code 13 · EIN 73-1521434 | Contract Administrator | $13,467 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,361 | $65,083+61.9% | $143,788-26.7% | $66,930+57.4% |
| Participation rate | 95.0% | 65.2%+29.8pp | 80.3%+14.7pp | 69.8%+25.2pp |
| Annual return | -14.79% | -11.13%-3.7pp | -0.03%-14.8pp | 1.57%-16.4pp |
| Employer contribution / active EE | $7,490 | $2,361+217.2% | $4,952+51.3% | $2,545+194.3% |
| Participant deferral / active EE | $5,727 | $2,920+96.1% | $5,638+1.6% | $4,238+35.1% |
| Admin fee / account holder | $355 | $502-29.4% | $14,675-97.6% | $593-40.2% |