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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 | $106,164+113.8% | $147,041+54.4% | $77,692+192.1% |
| Participation rate | 96.2% | 78.4%+17.8pp | 82.2%+14.0pp | 70.6%+25.6pp |
| Annual return | 9.37% | 56.81%-47.4pp | 419.21%-409.8pp | 31.25%-21.9pp |
| Employer contribution / active EE | $17,841 | $4,066+338.7% | $4,935+261.5% | $2,726+554.4% |
| Participant deferral / active EE | $0 | $7,993-100.0% | $8,071-100.0% | $4,648-100.0% |
| Admin fee / account holder | $239 | $338-29.4% | $13,006-98.2% | $431-44.6% |