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| Provider | Service type | Compensation |
|---|---|---|
Service code 34 245 PARK AVENUE · NEW YORK, NY 10167 | Valuation (appraisals, etc.) | $73,864 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 1025 EAST SOUTH RIVER STREET · APPLETON, WI 54915 | Recordkeeping | $23,336 |
COHNREZNICK LLP5 years Service code 10 350 CHURCH STREET · HARTFORD, CT 06103 | Accounting | $15,500 |
CITIZENS BANK8+ years Service code 19 ONE CITIZENS PLAZA · JOHNSTON, RI 02919 | Securities Custodian | $9,020 |
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 | $215,326 | $95,417+125.7% | $135,974+58.4% | $74,460+189.2% |
| Participation rate | 96.2% | 78.2%+18.0pp | 81.9%+14.3pp | 70.7%+25.4pp |
| Annual return | 7.03% | 32.76%-25.7pp | 68.30%-61.3pp | 34.38%-27.3pp |
| Employer contribution / active EE | $18,163 | $3,878+368.4% | $4,859+273.8% | $2,638+588.5% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $223 | $266-16.1% | $10,767-97.9% | $348-35.8% |