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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL Service code 14 · EIN 42-1520346 | Plan Administrator | $33,349 |
GREATBANC TRUST COMPANY2 years Filed as: GREATBANC Service code 24 · EIN 36-3681493 | Discretionary Trustee | $17,950 |
LUTZ & COMPANY, PC1 year Filed as: LUTZ & CO Service code 10 · EIN 82-1049438 | Accounting | $12,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,542 | $185,822-66.3% | $169,993-63.2% | $139,434-55.1% |
| Participation rate | 0.0% | 87.8%-87.8pp | 87.0%-87.0pp | 80.3%-80.3pp |
| Annual return | 116.91% | 60.50%+56.4pp | 53.37%+63.5pp | 372.94%-256.0pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $11,622-100.0% | $10,408-100.0% | $6,710-100.0% |
| Admin fee / account holder | $759 | $15,381-95.1% | $12,815-94.1% | $11,403-93.3% |