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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,949 |
KOVITZ INVESTMENT GROUP PARTNERS, L1 year Service code 27 · EIN 47-5657416 | Advisory (Plan) | $12,295 |
INSTITUTIONAL INVESTMENT CONSULTING11+ years Filed as: INSTITUTIONAL AND FAMILY ASSET MGMT Service code 27 · EIN 47-2600132 | Advisory (Plan) | $12,000 |
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 | $69,255 | $81,334-14.9% | $113,397-38.9% | $64,097+8.0% |
| Participation rate | 79.3% | 65.6%+13.6pp | 76.5%+2.8pp | 55.2%+24.1pp |
| Annual return | 13.71% | 32.50%-18.8pp | 23.20%-9.5pp | 34.64%-20.9pp |
| Employer contribution / active EE | $1,996 | $2,077-3.9% | $2,977-33.0% | $1,891+5.5% |
| Participant deferral / active EE | $3,021 | $3,795-20.4% | $5,076-40.5% | $3,080-1.9% |
| Admin fee / account holder | $369 | $4,208-91.2% | $11,957-96.9% | $3,454-89.3% |