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| Provider | Service type | Compensation |
|---|---|---|
Service code 34 245 PARK AVENUE · NEW YORK, NY 10167 | Valuation (appraisals, etc.) | $68,658 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 1025 EAST SOUTH RIVER STREET · APPLETON, WI 54915 | Recordkeeping | $22,815 |
COHNREZNICK LLP1 year Service code 10 350 CHURCH STREET · HARTFORD, CT 06103 | Accounting | $12,250 |
CITIZENS BANK4+ years Service code 19 ONE CITIZENS PLAZA · JOHNSTON, RI 02919 | Securities Custodian | $9,900 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $164,018 | $88,122+86.1% | $141,191+16.2% | $67,579+142.7% |
| Participation rate | 94.6% | 76.5%+18.1pp | 82.5%+12.1pp | 71.3%+23.3pp |
| Annual return | 15.76% | 75.40%-59.6pp | 71.41%-55.6pp | 378.56%-362.8pp |
| Employer contribution / active EE | $12,644 | $3,224+292.1% | $4,736+167.0% | $2,148+488.7% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,539-100.0% |
| Admin fee / account holder | $238 | $131+82.1% | $10,264-97.7% | $142+67.5% |