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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $83,335 |
Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 26-4310632 | Advisory (Plan) | $75,128 |
LGI SERVICES6 years Service code 49 · EIN 46-4232802 | Other Services | $17,661 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,657 | $60,504+64.7% | $81,882+21.7% | $74,478+33.8% |
| Participation rate | 88.4% | 62.9%+25.5pp | 72.4%+16.0pp | 67.2%+21.2pp |
| Annual return | 10.28% | 16.91%-6.6pp | 779.47%-769.2pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $6,204 | $2,627+136.2% | $2,916+112.8% | $2,626+136.2% |
| Participant deferral / active EE | $7,786 | $3,400+129.0% | $4,323+80.1% | $4,350+79.0% |
| Admin fee / account holder | $396 | $1,492-73.5% | $7,360-94.6% | $1,946-79.7% |