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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 | $64,705+171.4% | $62,929+179.0% | $67,986+158.3% |
| Participation rate | 61.7% | 65.6%-3.9pp | 73.1%-11.4pp | 57.2%+4.5pp |
| Annual return | 11.12% | 20.31%-9.2pp | 1063.93%-1052.8pp | 31.67%-20.5pp |
| Employer contribution / active EE | $5,809 | $2,376+144.5% | $2,505+131.9% | $2,019+187.7% |
| Participant deferral / active EE | $2,337 | $3,198-26.9% | $3,888-39.9% | $3,358-30.4% |
| Admin fee / account holder | $7 | $1,428-99.5% | $5,065-99.9% | $3,203-99.8% |