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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,464 |
GLOBAL RETIREMENT PARTNERS LLC5+ years Service code 27 | Advisory (Plan) | $20,699 |
Filed as: CBIZ BENEFITS & INSURANCE Service code 49 · EIN 31-1582098 | Other Services | $6,695 |
GLOBAL RETIREMENT PARTNERS LLC5+ 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 | $22,906 | $62,928-63.6% | $172,753-86.7% | $67,582-66.1% |
| Participation rate | 84.0% | 64.5%+19.6pp | 82.6%+1.4pp | 71.3%+12.8pp |
| Annual return | 16.16% | 30.36%-14.2pp | 803.00%-786.8pp | 378.57%-362.4pp |
| Employer contribution / active EE | $505 | $1,636-69.1% | $5,144-90.2% | $2,148-76.5% |
| Participant deferral / active EE | $1,454 | $2,145-32.2% | $5,198-72.0% | $3,539-58.9% |
| Admin fee / account holder | $186 | $167+11.3% | $13,956-98.7% | $142+30.4% |