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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 | $58,312+49.1% | $86,656+0.3% | $71,529+21.6% |
| Participation rate | 89.6% | 65.0%+24.6pp | 71.7%+17.9pp | 67.9%+21.7pp |
| Annual return | 13.90% | 24.08%-10.2pp | 593.09%-579.2pp | 28.97%-15.1pp |
| Employer contribution / active EE | $5,857 | $2,576+127.4% | $3,025+93.6% | $2,590+126.2% |
| Participant deferral / active EE | $7,155 | $3,439+108.0% | $4,439+61.2% | $4,291+66.7% |
| Admin fee / account holder | $347 | $1,057-67.2% | $5,619-93.8% | $1,588-78.2% |