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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,226 |
PROSPERA FINANCIAL SERVICES2 years Service code 27 · EIN 75-1832551 | Advisory (Plan) | $31,191 |
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 | $151,398 | $65,440+131.4% | $98,506+53.7% | $85,851+76.3% |
| Participation rate | 98.3% | 65.0%+33.3pp | 73.3%+25.0pp | 69.3%+29.0pp |
| Annual return | 16.47% | 21.75%-5.3pp | 1494.92%-1478.4pp | 318.63%-302.2pp |
| Employer contribution / active EE | $7,000 | $2,169+222.7% | $2,961+136.4% | $2,565+172.8% |
| Participant deferral / active EE | $11,073 | $3,168+249.5% | $4,277+158.9% | $3,952+180.2% |
| Admin fee / account holder | $523 | $4,596-88.6% | $5,955-91.2% | $6,261-91.6% |