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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL BANK Service code 15 · EIN 42-1466678 711 HIGH STREET · DES MOINES, IA 50392 | Recordkeeping | $41,088 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 601 W RIVERSIDE AVENUE, SUITE 1950 · SPOKANE, WA 99201 | Accounting | $19,163 |
POWERS STROMBERG PENSION CONSULTING10+ years Service code 15 · EIN 26-3148951 107 S. CEDAR STREET · SPOKANE, WA 99201 | Recordkeeping | $16,875 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,547 | $52,682-24.9% | $78,004-49.3% | $64,097-38.3% |
| Participation rate | 94.8% | 47.7%+47.1pp | 69.4%+25.3pp | 55.2%+39.6pp |
| Annual return | 6.79% | 22.45%-15.7pp | 31.07%-24.3pp | 34.64%-27.8pp |
| Employer contribution / active EE | $2,173 | $1,323+64.2% | $2,469-12.0% | $1,891+14.9% |
| Participant deferral / active EE | $0 | $2,346-100.0% | $4,092-100.0% | $3,080-100.0% |
| Admin fee / account holder | $318 | $5,420-94.1% | $7,578-95.8% | $3,454-90.8% |