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| Provider | Service type | Compensation |
|---|---|---|
PURSHE KAPLAN STERLING INV4 years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $38,046 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,832 | $65,582+137.6% | $64,097+143.1% | $71,529+117.9% |
| Participation rate | 50.3% | 73.2%-22.9pp | 72.3%-22.0pp | 67.9%-17.6pp |
| Annual return | 10.83% | 18.96%-8.1pp | 33.75%-22.9pp | 28.97%-18.1pp |
| Employer contribution / active EE | $4,518 | $2,671+69.2% | $2,750+64.3% | $2,590+74.5% |
| Participant deferral / active EE | $2,171 | $3,628-40.2% | $3,881-44.1% | $4,291-49.4% |
| Admin fee / account holder | $6 | $616-99.1% | $3,070-99.8% | $1,588-99.7% |