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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 13 · EIN 42-0127290 | Contract Administrator | $33,506 |
SCHULMAN LOBEL8+ years Service code 10 · EIN 22-3840651 | Accounting | $16,500 |
SAGEPOINT FINANCIAL INC1 year Service code 49 · EIN 20-1741754 | Other Services | $0 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $378,419-100.0% | $748,470-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 21.7%-21.7pp | 9.9%-9.9pp |
| Annual return | -16.63% | 13.34%-30.0pp | 0.46%-17.1pp | -5.25%-11.4pp |
| Employer contribution / active EE | $3,301 | $19,967-83.5% | $35,480-90.7% | $15,161-78.2% |
| Participant deferral / active EE | $0 | $651-100.0% | $231-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $2,728-100.0% | $29,938-100.0% | $3,859-100.0% |