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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $111,926 |
VALMARK ADVISERS INC9+ years Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $34,188 |
BERRY DUNN5 years Filed as: BERRY DUNN MCNEIL & PARKER, LLC Service code 10 · EIN 01-0523282 | Accounting | $14,660 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,451 | $47,163-12.1% | $149,696-72.3% | $74,460-44.3% |
| Participation rate | 94.5% | 63.4%+31.1pp | 78.8%+15.7pp | 70.7%+23.7pp |
| Annual return | 17.11% | 22.75%-5.6pp | 134.46%-117.3pp | 34.38%-17.3pp |
| Employer contribution / active EE | $900 | $1,907-52.8% | $4,821-81.3% | $2,638-65.9% |
| Participant deferral / active EE | $3,753 | $2,730+37.5% | $5,682-34.0% | $4,530-17.2% |
| Admin fee / account holder | $143 | $343-58.4% | $13,212-98.9% | $348-59.0% |