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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,145 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $19,716 |
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 | $42,347 | $55,446-23.6% | $155,574-72.8% | $74,429-43.1% |
| Participation rate | 99.3% | 61.9%+37.4pp | 78.2%+21.1pp | 67.2%+32.1pp |
| Annual return | 22.46% | 269.20%-246.7pp | 64.87%-42.4pp | 1368.38%-1345.9pp |
| Employer contribution / active EE | $1,683 | $2,266-25.7% | $4,676-64.0% | $2,625-35.9% |
| Participant deferral / active EE | $6,761 | $2,836+138.4% | $5,629+20.1% | $4,348+55.5% |
| Admin fee / account holder | $342 | $1,743-80.4% | $15,914-97.8% | $1,944-82.4% |