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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,267 |
RBC WEALTH MANAGEMENT11+ years Filed as: RBC CAPITAL MARKETS LLC Service code 17 · EIN 41-1416330 | Pension Consulting | $24,990 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,348 | $65,084+21.9% | $67,681+17.2% | $64,340+23.3% |
| Participation rate | 95.8% | 66.7%+29.1pp | 73.7%+22.1pp | 55.2%+40.6pp |
| Annual return | 9.51% | 20.50%-11.0pp | 590.58%-581.1pp | 24.14%-14.6pp |
| Employer contribution / active EE | $2,668 | $2,398+11.2% | $2,678-0.4% | $1,862+43.3% |
| Participant deferral / active EE | $5,673 | $3,210+76.7% | $3,976+42.7% | $2,980+90.4% |
| Admin fee / account holder | $336 | $1,415-76.2% | $6,100-94.5% | $3,703-90.9% |