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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,964 |
ADN RETIREMENT1 year Service code 27 · EIN 22-2232264 | Advisory (Plan) | $21,648 |
SIKICH LLP5+ years Filed as: SIKICH Service code 10 · EIN 36-3168081 | Accounting | $10,900 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,156 | $65,376-12.6% | $87,104-34.4% | $65,185-12.3% |
| Participation rate | 84.8% | 75.3%+9.4pp | 76.9%+7.9pp | 70.2%+14.6pp |
| Annual return | 24.98% | 31.27%-6.3pp | 28.19%-3.2pp | 29.38%-4.4pp |
| Employer contribution / active EE | $1,480 | $1,822-18.8% | $2,521-41.3% | $2,177-32.0% |
| Participant deferral / active EE | $4,701 | $3,388+38.7% | $4,048+16.1% | $3,514+33.8% |
| Admin fee / account holder | $335 | $520-35.6% | $7,491-95.5% | $847-60.5% |