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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 | $67,594+159.8% | $77,361+127.0% | $69,733+151.8% |
| Participation rate | 61.7% | 71.7%-10.0pp | 75.0%-13.3pp | 62.5%-0.7pp |
| Annual return | 11.12% | 19.20%-8.1pp | 1011.54%-1000.4pp | 15.22%-4.1pp |
| Employer contribution / active EE | $5,809 | $2,649+119.3% | $2,990+94.3% | $2,250+158.1% |
| Participant deferral / active EE | $2,337 | $3,401-31.3% | $3,911-40.3% | $3,054-23.5% |
| Admin fee / account holder | $7 | $1,159-99.4% | $5,894-99.9% | $3,102-99.8% |