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| Provider | Service type | Compensation |
|---|---|---|
Service code 34 245 PARK AVENUE · NEW YORK, NY 10167 | Valuation (appraisals, etc.) | $79,125 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 1025 EAST SOUTH RIVER STREET · APPLETON, WI 54915 | Recordkeeping | $26,382 |
COHNREZNICK LLP6 years Service code 10 350 CHURCH STREET · HARTFORD, CT 06103 | Accounting | $16,300 |
CITIZENS BANK9+ years Service code 19 ONE CITIZENS PLAZA · JOHNSTON, RI 02919 | Securities Custodian | $9,180 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,968 | $106,264+113.6% | $147,117+54.3% | $77,762+191.9% |
| Participation rate | 96.2% | 78.4%+17.7pp | 82.2%+14.0pp | 70.6%+25.6pp |
| Annual return | 9.37% | 56.94%-47.6pp | 420.54%-411.2pp | 31.27%-21.9pp |
| Employer contribution / active EE | $17,841 | $4,074+337.9% | $4,932+261.7% | $2,728+554.0% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $239 | $334-28.6% | $12,993-98.2% | $433-44.9% |