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| Provider | Service type | Compensation |
|---|---|---|
PURSHE KAPLAN STERLING INV5 years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $40,839 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $400 |
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 | $175,729 | $69,774+151.9% | $67,575+160.0% | $74,459+136.0% |
| Participation rate | 51.7% | 71.4%-19.6pp | 72.9%-21.2pp | 67.2%-15.5pp |
| Annual return | 15.61% | -40.53%+56.1pp | 3528.98%-3513.4pp | 1369.70%-1354.1pp |
| Employer contribution / active EE | $5,869 | $2,710+116.6% | $2,736+114.6% | $2,626+123.5% |
| Participant deferral / active EE | $2,308 | $3,636-36.5% | $4,003-42.4% | $4,350-46.9% |
| Admin fee / account holder | $3 | $890-99.6% | $3,993-99.9% | $1,945-99.8% |