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| Provider | Service type | Compensation |
|---|---|---|
PURSHE KAPLAN STERLING INV6 years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $50,493 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,590 | $65,084+169.8% | $67,681+159.4% | $64,340+172.9% |
| Participation rate | 61.7% | 66.7%-5.0pp | 73.7%-12.0pp | 55.2%+6.5pp |
| Annual return | 11.12% | 20.50%-9.4pp | 590.58%-579.5pp | 24.14%-13.0pp |
| Employer contribution / active EE | $5,809 | $2,398+142.2% | $2,678+116.9% | $1,862+212.0% |
| Participant deferral / active EE | $2,337 | $3,210-27.2% | $3,976-41.2% | $2,980-21.6% |
| Admin fee / account holder | $7 | $1,415-99.5% | $6,100-99.9% | $3,703-99.8% |