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| Provider | Service type | Compensation |
|---|---|---|
WEALTHPLAN ADVISORS LLC7+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $63,277 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,295 |
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,597 | $104,497+60.4% | $159,487+5.1% | $79,389+111.1% |
| Participation rate | 99.3% | 76.6%+22.7pp | 82.8%+16.5pp | 70.7%+28.6pp |
| Annual return | 15.20% | 67.98%-52.8pp | 263.71%-248.5pp | 116.89%-101.7pp |
| Employer contribution / active EE | $7,117 | $3,418+108.3% | $4,831+47.3% | $2,428+193.1% |
| Participant deferral / active EE | $10,634 | $6,468+64.4% | $7,354+44.6% | $4,046+162.8% |
| Admin fee / account holder | $211 | $711-70.4% | $10,804-98.0% | $626-66.4% |