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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $84,457 |
Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 · EIN 27-1033755 | Recordkeeping | $7,117 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS Service code 27 · EIN 52-6435649 | Advisory (Plan) | $5,697 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $0 |
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 | $30,432 | $80,354-62.1% | $133,975-77.3% | $63,975-52.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.1%+12.9pp | 71.1%+28.9pp |
| Annual return | 7.21% | 13.11%-5.9pp | 29.29%-22.1pp | 48.65%-41.4pp |
| Employer contribution / active EE | $2,750 | $3,503-21.5% | $5,211-47.2% | $2,182+26.1% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $6,282-100.0% | $3,356-100.0% |
| Admin fee / account holder | $164 | $69+136.2% | $9,324-98.2% | $70+132.4% |