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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,582 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY GLOBAL Service code 27 · EIN 26-4310632 | Advisory (Plan) | $68,890 |
LGI SERVICES5 years Service code 49 · EIN 46-4232802 | Other Services | $17,019 |
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 | $86,950 | $58,264+49.2% | $86,605+0.4% | $71,476+21.6% |
| Participation rate | 89.6% | 65.0%+24.6pp | 71.7%+17.9pp | 67.9%+21.7pp |
| Annual return | 13.90% | 21.63%-7.7pp | 591.39%-577.5pp | 28.85%-14.9pp |
| Employer contribution / active EE | $5,857 | $2,574+127.6% | $3,023+93.8% | $2,589+126.3% |
| Participant deferral / active EE | $7,155 | $3,436+108.2% | $4,438+61.2% | $4,290+66.8% |
| Admin fee / account holder | $347 | $1,057-67.2% | $5,611-93.8% | $1,587-78.1% |