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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 | Consulting fees; Valuation (appraisal... | $10,400 |
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 | $31,879 | $94,031-66.1% | $115,768-72.5% | $82,448-61.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | -19.24% | 20.61%-39.8pp | 100.46%-119.7pp | 41.64%-60.9pp |
| Employer contribution / active EE | $7,542 | $2,323+224.6% | $2,940+156.5% | $2,551+195.6% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $211 | $10,249-97.9% | $12,439-98.3% | $7,234-97.1% |