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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,239 |
RBC WEALTH MANAGEMENT9+ years Filed as: RBC CAPITAL MARKETS LLC Service code 17 · EIN 41-1416330 | Pension Consulting | $24,978 |
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 | $71,700 | $65,582+9.3% | $64,101+11.9% | $71,511+0.3% |
| Participation rate | 96.9% | 73.2%+23.7pp | 72.3%+24.6pp | 67.9%+29.0pp |
| Annual return | 12.64% | 18.96%-6.3pp | 33.72%-21.1pp | 28.86%-16.2pp |
| Employer contribution / active EE | $2,425 | $2,671-9.2% | $2,749-11.8% | $2,589-6.4% |
| Participant deferral / active EE | $6,133 | $3,628+69.1% | $3,881+58.0% | $4,291+42.9% |
| Admin fee / account holder | $310 | $616-49.7% | $3,070-89.9% | $1,588-80.5% |