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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $33,369 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,705 |
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 | $88,665 | $60,393+46.8% | $81,820+8.4% | $74,429+19.1% |
| Participation rate | 91.1% | 62.9%+28.2pp | 72.4%+18.7pp | 67.2%+23.9pp |
| Annual return | 13.92% | 16.89%-3.0pp | 777.93%-764.0pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $1,666 | $2,626-36.5% | $2,915-42.8% | $2,625-36.5% |
| Participant deferral / active EE | $5,306 | $3,397+56.2% | $4,323+22.8% | $4,348+22.0% |
| Admin fee / account holder | $505 | $1,491-66.1% | $7,391-93.2% | $1,944-74.0% |