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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,902 |
GLOBAL RETIREMENT PARTNERS LLC4+ years Service code 27 | Advisory (Plan) | $28,296 |
Filed as: CBIZ BENEFITS & INSURANCE Service code 49 · EIN 31-1582098 | Other Services | $8,070 |
GLOBAL RETIREMENT PARTNERS LLC4+ 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 | $16,183 | $37,196-56.5% | $154,108-89.5% | $55,725-71.0% |
| Participation rate | 79.3% | 64.1%+15.2pp | 83.0%-3.7pp | 70.9%+8.5pp |
| Annual return | -4.78% | 1319.68%-1324.5pp | 735.21%-740.0pp | 244.93%-249.7pp |
| Employer contribution / active EE | $702 | $1,614-56.5% | $5,298-86.7% | $2,078-66.2% |
| Participant deferral / active EE | $1,243 | $2,068-39.9% | $5,081-75.5% | $3,356-63.0% |
| Admin fee / account holder | $120 | $102+18.3% | $13,411-99.1% | $115+4.3% |