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| Provider | Service type | Compensation |
|---|---|---|
PURSHE KAPLAN STERLING INV2 years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $43,833 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,261 | $74,706+154.7% | $75,731+151.2% | $79,389+139.7% |
| Participation rate | 54.2% | 75.3%-21.1pp | 74.8%-20.6pp | 70.7%-16.5pp |
| Annual return | 30.25% | 18.52%+11.7pp | 104.65%-74.4pp | 116.89%-86.6pp |
| Employer contribution / active EE | $2,417 | $2,590-6.7% | $2,743-11.9% | $2,428-0.5% |
| Participant deferral / active EE | $2,344 | $3,533-33.6% | $3,820-38.6% | $4,046-42.1% |
| Admin fee / account holder | $12 | $374-96.8% | $3,620-99.7% | $626-98.1% |