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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $43,739 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $26,710 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,292 | $104,479-10.7% | $159,474-41.5% | $79,391+17.5% |
| Participation rate | 91.0% | 76.6%+14.4pp | 82.8%+8.2pp | 70.7%+20.3pp |
| Annual return | 496.20% | 67.98%+428.2pp | 263.68%+232.5pp | 116.88%+379.3pp |
| Employer contribution / active EE | $3,753 | $3,417+9.8% | $4,831-22.3% | $2,428+54.6% |
| Participant deferral / active EE | $10,362 | $6,468+60.2% | $7,353+40.9% | $4,046+156.1% |
| Admin fee / account holder | $371 | $711-47.9% | $10,802-96.6% | $627-40.8% |