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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,745 |
BDO USA, LLP1+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $9,362 |
NEW DIRECTION PARTNERS1+ years Service code 34 · EIN 23-2688799 | Valuation (appraisals, etc.); Other fees | $8,030 |
Participant contribution per participant 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 | $30,758 | $56,640-45.7% | $78,002-60.6% | $55,167-44.2% |
| Participation rate | 98.9% | 73.3%+25.6pp | 75.5%+23.4pp | 69.0%+29.9pp |
| Annual return | 13.97% | 2868.48%-2854.5pp | 425.99%-412.0pp | 169.23%-155.3pp |
| Employer contribution / active EE | $529 | $1,724-69.3% | $2,470-78.6% | $1,963-73.0% |
| Participant deferral / active EE | $0 | $2,778-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $109 | $467-76.6% | $5,481-98.0% | $504-78.3% |