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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $86,066 |
NEWSQUARE CAPITAL, LLC3+ years Service code 27 · EIN 27-1238163 | Advisory (Plan) | $35,362 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $14,026 |
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 | $140,291 | $79,223+77.1% | $102,460+36.9% | $74,478+88.4% |
| Participation rate | 95.1% | 74.8%+20.4pp | 76.5%+18.6pp | 67.2%+27.9pp |
| Annual return | 12.89% | 54.98%-42.1pp | 29.47%-16.6pp | 1370.56%-1357.7pp |
| Employer contribution / active EE | $2,083 | $2,363-11.9% | $3,025-31.2% | $2,626-20.7% |
| Participant deferral / active EE | $6,625 | $4,417+50.0% | $5,056+31.0% | $4,350+52.3% |
| Admin fee / account holder | $328 | $2,003-83.6% | $9,460-96.5% | $1,946-83.1% |