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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL COSTODIAL SOLUTIONS Service code 13 · EIN 51-0099493 | Contract Administrator | $74,906 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,417 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $71,991 | $129,227-44.3% | $184,260-60.9% | $77,736-7.4% |
| Participation rate | 70.8% | 87.4%-16.6pp | 86.8%-16.1pp | 70.6%+0.2pp |
| Annual return | 10.37% | 33.24%-22.9pp | 28.84%-18.5pp | 31.26%-20.9pp |
| Employer contribution / active EE | $0 | $4,412-100.0% | $6,427-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $2,060 | $7,307-71.8% | $9,133-77.4% | $4,651-55.7% |
| Admin fee / account holder | $305 | $256+19.4% | $13,898-97.8% | $433-29.5% |