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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $87,138 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $80,000 |
RBT CPAS, LLP7 years Filed as: RBT CPAS Service code 10 · EIN 14-1604297 | Accounting | $15,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,590 | $50,169+56.7% | $149,740-47.5% | $80,187-2.0% |
| Participation rate | 60.5% | 64.3%-3.8pp | 78.8%-18.3pp | 72.9%-12.4pp |
| Annual return | 12.46% | 29.82%-17.4pp | 134.51%-122.1pp | 40.40%-27.9pp |
| Employer contribution / active EE | $1,199 | $1,869-35.9% | $4,821-75.1% | $2,980-59.8% |
| Participant deferral / active EE | $4,437 | $3,194+38.9% | $5,683-21.9% | $5,016-11.6% |
| Admin fee / account holder | $17 | $153-89.0% | $13,222-99.9% | $145-88.4% |