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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,320 |
INVESTMENT CONSULTING GROUP10+ years Service code 27 · EIN 42-1358707 | Advisory (Plan) | $21,025 |
DEBOER & ASSOCIATES, PC10+ years Service code 10 · EIN 47-0836395 | Accounting | $17,725 |
BLAKE & UHLIG, P.A.9 years Service code 29 · EIN 48-0918231 | Legal | $15,065 |
NORIDIAN BENEFITS PLAN ADMINISTRATO10+ years Service code 13 · EIN 42-1386412 | Contract Administrator | $11,890 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $141,371 | $80,731+75.1% | $103,378+36.8% | $74,400+90.0% |
| Participation rate | 85.0% | 65.7%+19.3pp | 74.5%+10.5pp | 67.2%+17.8pp |
| Annual return | 12.36% | 27.56%-15.2pp | 24.91%-12.5pp | 1367.51%-1355.2pp |
| Employer contribution / active EE | $6,796 | $3,159+115.1% | $3,870+75.6% | $2,624+159.0% |
| Participant deferral / active EE | $266 | $3,862-93.1% | $5,058-94.7% | $4,348-93.9% |
| Admin fee / account holder | $641 | $2,369-73.0% | $8,401-92.4% | $1,944-67.0% |