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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,884 |
TRUENORTH, INC.3 years Service code 27 · EIN 48-1233289 | Advisory (Plan) | $48,082 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,787 | $72,554+117.5% | $138,135+14.2% | $73,493+114.7% |
| Participation rate | 99.3% | 74.8%+24.5pp | 78.7%+20.6pp | 70.7%+28.7pp |
| Annual return | 13.85% | 17.50%-3.7pp | 20.51%-6.7pp | 28.51%-14.7pp |
| Employer contribution / active EE | $8,660 | $3,511+146.6% | $5,587+55.0% | $2,270+281.5% |
| Participant deferral / active EE | $10,432 | $4,908+112.5% | $6,431+62.2% | $3,740+178.9% |
| Admin fee / account holder | $505 | $464+8.7% | $11,856-95.7% | $513-1.6% |