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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,708 |
NEW DIRECTION PARTNERS8+ years Service code 34 · EIN 23-2688799 | Direct payment from the plan; Valuati... | $9,820 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,219 | $71,534-49.4% | $98,462-63.2% | $71,529-49.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 16.64% | 32.44%-15.8pp | 21.17%-4.5pp | 28.97%-12.3pp |
| Employer contribution / active EE | $1,783 | $2,399-25.7% | $3,049-41.5% | $2,590-31.2% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $214 | $1,677-87.2% | $8,875-97.6% | $1,588-86.5% |