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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 13 · EIN 42-0127290 | Contract Administrator | $19,795 |
BDO USA, LLP2+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $18,748 |
NEW DIRECTION PARTNERS2+ years Service code 34 · EIN 23-2688799 | Valuation (appraisals, etc.); Direct ... | $8,625 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $18,342 | $63,314-71.0% | $91,004-79.8% | $62,293-70.6% |
| Participation rate | 98.7% | 73.3%+25.4pp | 75.6%+23.1pp | 69.5%+29.2pp |
| Annual return | -25.69% | 21.00%-46.7pp | 4.60%-30.3pp | 28.90%-54.6pp |
| Employer contribution / active EE | $521 | $1,807-71.2% | $2,456-78.8% | $2,042-74.5% |
| Participant deferral / active EE | $0 | $2,944-100.0% | $3,548-100.0% | $3,169-100.0% |
| Admin fee / account holder | $149 | $468-68.1% | $5,417-97.2% | $479-68.9% |