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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 | $24,265-100.0% | $97,195-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 9.3%-9.3pp | 45.3%-45.3pp | 9.3%-9.3pp |
| Annual return | 2.79% | 9.76%-7.0pp | 5.08%-2.3pp | 9.76%-7.0pp |
| Employer contribution / active EE | $3,235 | $12,965-75.1% | $21,287-84.8% | $12,965-75.1% |
| Participant deferral / active EE | $0 | $143-100.0% | $803-100.0% | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $19,300-100.0% | $4,785-100.0% |