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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,644 |
SANSIVERI KIMBALL AND CO. LLP1+ years Filed as: SANSIVERI KIMBALL & CO Service code 10 50 HOLDEN STREET · PROVIDENCE, RI 02908 | Accounting | $12,700 |
EMPIRE VALUATION1+ years Filed as: EMPIRE VALUATION CONSULTANTS LLC Service code 34 · EIN 20-0558284 | Valuation (appraisals, etc.); Direct ... | $8,360 |
ROBERT HUCKINS1+ years Service code 20 19404 CAMINO DEL AQUILA DR · ESCONDIDO, CA 92025 | Direct payment from the plan; Trustee... | $5,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,688 | $76,551-84.7% | $123,894-90.6% | $62,881-81.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 5.91% | 18.68%-12.8pp | 47.52%-41.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $2,076 | $2,882-28.0% | $4,617-55.0% | $2,281-9.0% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $251 | $4,826-94.8% | $8,357-97.0% | $4,296-94.1% |