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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,361 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Service code 27 | Advisory (Plan) | $25,352 |
Filed as: CBIZ BENEFITS & INSURANCE Service code 49 · EIN 31-1582098 | Other Services | $6,593 |
GLOBAL RETIREMENT PARTNERS LLC3+ 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 | $17,114 | $46,173-62.9% | $170,435-90.0% | $69,631-75.4% |
| Participation rate | 86.5% | 63.9%+22.6pp | 83.6%+2.9pp | 70.7%+15.8pp |
| Annual return | 15.84% | 21.62%-5.8pp | 205.94%-190.1pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $1,065 | $1,610-33.8% | $5,432-80.4% | $2,032-47.6% |
| Participant deferral / active EE | $1,535 | $2,080-26.2% | $4,939-68.9% | $3,224-52.4% |
| Admin fee / account holder | $59 | $116-48.8% | $13,881-99.6% | $110-46.2% |