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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,356 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $15,905 |
PROSPERA FINANCIAL SERVICES3 years Service code 27 · EIN 75-1832551 | Advisory (Plan) | $10,832 |
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 | $119,002 | $54,370+118.9% | $82,763+43.8% | $68,490+73.8% |
| Participation rate | 98.4% | 63.9%+34.5pp | 72.6%+25.9pp | 67.9%+30.5pp |
| Annual return | -14.70% | -13.67%-1.0pp | 702.45%-717.1pp | -7.85%-6.8pp |
| Employer contribution / active EE | $7,202 | $2,219+224.5% | $3,008+139.4% | $2,597+177.3% |
| Participant deferral / active EE | $10,195 | $3,247+214.0% | $4,395+132.0% | $4,028+153.1% |
| Admin fee / account holder | $462 | $4,398-89.5% | $5,325-91.3% | $5,403-91.5% |