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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $121,195 |
EQUITABLE ADVISORS LLC2 years Service code 27 · EIN 13-4071393 | Advisory (Plan) | $32,954 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $6,092 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $0 | $46,984-100.0% | $65,170-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 29.3%-29.3pp | 5.6%-5.6pp |
| Annual return | -17.78% | 39.77%-57.6pp | 7.07%-24.9pp | 39.77%-57.6pp |
| Employer contribution / active EE | $3,604 | $19,959-81.9% | $34,847-89.7% | $19,959-81.9% |
| Participant deferral / active EE | $0 | $614-100.0% | $4-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $51-100.0% | $62-100.0% |