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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,728 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Service code 27 | Advisory (Plan) | $21,793 |
Filed as: CBIZ BENEFITS & INSURANCE Service code 49 · EIN 31-1582098 | Other Services | $5,468 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Filed as: GLOBAL RETIREMENT PARTNERS INC Service code 27 · EIN 47-1411118 | Advisory (Plan) | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,770 | $36,916-65.4% | $156,551-91.8% | $57,658-77.9% |
| Participation rate | 87.8% | 63.4%+24.4pp | 84.0%+3.8pp | 70.2%+17.6pp |
| Annual return | 7.99% | 12.38%-4.4pp | 32.23%-24.2pp | 5.13%+2.9pp |
| Employer contribution / active EE | $990 | $1,571-37.0% | $5,501-82.0% | $1,974-49.8% |
| Participant deferral / active EE | $1,360 | $1,926-29.4% | $4,871-72.1% | $3,061-55.6% |
| Admin fee / account holder | $47 | $82-42.9% | $13,028-99.6% | $95-50.2% |