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| Provider | Service type | Compensation |
|---|---|---|
KREISCHER MILLER9+ years Service code 10 · EIN 23-1980475 | Accounting | $25,584 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,340 |
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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 | $33,520-100.0% | $106,128-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 29.99% | 9.45%+20.5pp | 5.16%+24.8pp | 7.65%+22.3pp |
| Employer contribution / active EE | $6,204 | $14,895-58.3% | $26,446-76.5% | $20,582-69.9% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |