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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 28 · EIN 42-0127290 | Investment Management | $19,403 |
NEW DIRECTION PARTNERS10+ years Service code 34 · EIN 23-2688799 | Valuation (appraisals, etc.); Consult... | $10,400 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,879 | $97,648-67.4% | $121,663-73.8% | $87,485-63.6% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | -19.24% | 18.03%-37.3pp | 147.54%-166.8pp | 26.06%-45.3pp |
| Employer contribution / active EE | $7,542 | $2,300+227.8% | $3,020+149.7% | $2,596+190.5% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $211 | $11,100-98.1% | $14,289-98.5% | $7,775-97.3% |