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| Provider | Service type | Compensation |
|---|---|---|
DIETRICH & ASSOCIATES1 year Filed as: DIETRICH & ASSOCIATES, INC. Service code 22 1000 GERMANTOWN PIKE, SUITE K-1 · PLYMOUTH MEETING, PA 19462 | Insurance Broker | $59,514 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,931 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $93,040-100.0% | $148,078-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 5.4%-5.4pp | 43.7%-43.7pp |
| Annual return | -4.10% | 3.77%-7.9pp | 6.70%-10.8pp | 13.05%-17.2pp |
| Employer contribution / active EE | $0 | $35,643-100.0% | $25,177-100.0% | $37,652-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $31,365-100.0% |