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| Provider | Service type | Compensation |
|---|---|---|
PURSHE KAPLAN STERLING INV3 years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $48,322 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,025 |
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 | $163,393 | $60,989+167.9% | $60,919+168.2% | $66,949+144.1% |
| Participation rate | 52.0% | 74.5%-22.5pp | 73.1%-21.1pp | 69.8%-17.8pp |
| Annual return | -15.65% | -9.60%-6.1pp | 16.96%-32.6pp | 1.57%-17.2pp |
| Employer contribution / active EE | $2,611 | $2,661-1.9% | $2,704-3.4% | $2,545+2.6% |
| Participant deferral / active EE | $2,423 | $3,615-33.0% | $3,814-36.5% | $4,239-42.8% |
| Admin fee / account holder | $10 | $338-97.1% | $3,228-99.7% | $594-98.3% |