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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,051 |
BAKER TILLY US, LLP1 year Filed as: BAKERTILLY US, LLP Service code 10 · EIN 39-0859910 | Accounting | $17,640 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $3,765 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $49,655-100.0% | $205,371-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 18.6%-18.6pp | 56.2%-56.2pp | 18.6%-18.6pp |
| Annual return | 2.79% | 9.77%-7.0pp | 5.90%-3.1pp | 9.77%-7.0pp |
| Employer contribution / active EE | $3,235 | $13,890-76.7% | $24,714-86.9% | $13,890-76.7% |
| Participant deferral / active EE | $0 | $102-100.0% | $644-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $13,227-100.0% | $2,893-100.0% |