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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $130,133 |
EQUITABLE ADVISORS LLC4 years Service code 27 · EIN 13-4071393 | Advisory (Plan) | $27,895 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $8,016 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,874-100.0% | $179,823-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 42.1%-42.1pp | 11.0%-11.0pp |
| Annual return | 8.38% | 7.34%+1.0pp | 148.78%-140.4pp | 8.21%+0.2pp |
| Employer contribution / active EE | $4,820 | $7,073-31.9% | $26,858-82.1% | $13,841-65.2% |
| Participant deferral / active EE | $0 | $0 | $63-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $1,660-100.0% | $1,652-100.0% |