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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,657 | $60,323+65.2% | $81,812+21.8% | $74,495+33.8% |
| Participation rate | 88.4% | 62.9%+25.5pp | 72.3%+16.0pp | 67.2%+21.2pp |
| Annual return | 10.28% | 16.90%-6.6pp | 773.79%-763.5pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $6,204 | $2,620+136.8% | $2,912+113.0% | $2,623+136.5% |
| Participant deferral / active EE | $7,786 | $3,387+129.8% | $4,319+80.3% | $4,346+79.2% |
| Admin fee / account holder | $396 | $1,486-73.4% | $7,386-94.6% | $1,942-79.6% |