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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $16,924 |
NEW DIRECTION PARTNERS5+ years Service code 34 · EIN 23-2688799 | Valuation (appraisals, etc.); Direct ... | $5,160 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,936 | $70,917-53.6% | $98,920-66.7% | $73,497-55.2% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 3.77% | 34.18%-30.4pp | 196.47%-192.7pp | 28.51%-24.7pp |
| Employer contribution / active EE | $1,700 | $2,037-16.5% | $2,689-36.8% | $2,270-25.1% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $171 | $535-68.0% | $6,643-97.4% | $513-66.6% |