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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,355 |
THE SEGAL COMPANY1 year Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $14,583 |
Filed as: TRONCONI SEGARRA & ASSOCIATES, LLP Service code 10 · EIN 04-3728817 | Accounting | $10,350 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,378 | $106,236-38.5% | $112,249-41.8% | $64,819+0.9% |
| Participation rate | 99.0% | 71.7%+27.3pp | 75.1%+24.0pp | 71.5%+27.5pp |
| Annual return | -7.22% | -6.02%-1.2pp | 27.48%-34.7pp | 32.84%-40.1pp |
| Employer contribution / active EE | $3,959 | $3,166+25.0% | $3,636+8.9% | $2,507+57.9% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $188 | $452-58.3% | $6,412-97.1% | $188+0.1% |