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| Provider | Service type | Compensation |
|---|---|---|
Service code 34 245 PARK AVENUE · NEW YORK, NY 10167 | Valuation (appraisals, etc.) | $68,594 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 1025 EAST SOUTH RIVER STREET · APPLETON, WI 54915 | Recordkeeping | $19,145 |
COHNREZNICK LLP4 years Service code 10 350 CHURCH STREET · HARTFORD, CT 06103 | Accounting | $14,500 |
CITIZENS BANK7+ years Service code 19 ONE CITIZENS PLAZA · JOHNSTON, RI 02919 | Securities Custodian | $8,230 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,357 | $82,163+158.5% | $125,381+69.4% | $64,819+227.6% |
| Participation rate | 93.2% | 77.9%+15.3pp | 82.4%+10.8pp | 71.5%+21.7pp |
| Annual return | 12.17% | 3.49%+8.7pp | 572.31%-560.1pp | 32.84%-20.7pp |
| Employer contribution / active EE | $18,175 | $3,616+402.6% | $4,815+277.4% | $2,507+625.0% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $207 | $163+26.6% | $10,007-97.9% | $188+10.0% |