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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $124,955 |
VALMARK ADVISERS INC10+ years Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $38,973 |
BDMP ASSURANCE, LLP1 year Service code 10 · EIN 99-4708358 | Accounting | $16,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,745 | $50,812-29.7% | $155,602-77.0% | $77,692-54.0% |
| Participation rate | 95.8% | 63.1%+32.7pp | 78.2%+17.6pp | 70.6%+25.2pp |
| Annual return | 13.03% | 34.85%-21.8pp | 64.81%-51.8pp | 31.25%-18.2pp |
| Employer contribution / active EE | $567 | $1,989-71.5% | $4,675-87.9% | $2,726-79.2% |
| Participant deferral / active EE | $3,093 | $2,822+9.6% | $5,629-45.1% | $4,648-33.5% |
| Admin fee / account holder | $128 | $436-70.7% | $15,923-99.2% | $431-70.3% |