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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 | $65,072+169.8% | $66,439+164.3% | $65,306+168.9% |
| Participation rate | 61.7% | 69.1%-7.3pp | 74.5%-12.8pp | 57.7%+4.0pp |
| Annual return | 11.12% | 21.50%-10.4pp | 757.66%-746.5pp | 21.94%-10.8pp |
| Employer contribution / active EE | $5,809 | $2,475+134.7% | $2,637+120.3% | $1,967+195.3% |
| Participant deferral / active EE | $2,337 | $3,234-27.8% | $3,876-39.7% | $2,959-21.0% |
| Admin fee / account holder | $7 | $1,323-99.5% | $6,173-99.9% | $3,480-99.8% |