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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $142,160 |
REGIONS BANK1 year Service code 27 · EIN 63-0371391 | Advisory (Plan) | $61,093 |
DICICCO, GULMAN & COMPANY LLP5+ years Service code 10 · EIN 04-3296226 | Accounting | $8,000 |
THE RMR GROUP LLC5+ years Service code 14 · EIN 04-3583787 | Plan Administrator | $7,358 |
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 | $124,448 | $48,471+156.7% | $182,540-31.8% | $67,579+84.2% |
| Participation rate | 85.4% | 67.2%+18.2pp | 78.0%+7.5pp | 71.3%+14.1pp |
| Annual return | 24.12% | 31.08%-7.0pp | 148.58%-124.5pp | 378.56%-354.4pp |
| Employer contribution / active EE | $4,024 | $1,461+175.4% | $4,076-1.3% | $2,148+87.3% |
| Participant deferral / active EE | $9,003 | $3,324+170.8% | $5,525+62.9% | $3,539+154.4% |
| Admin fee / account holder | $289 | $151+91.2% | $8,593-96.6% | $142+103.2% |