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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,585 |
GLOBAL RETIREMENT PARTNERS LLC6+ years Service code 27 | Advisory (Plan) | $20,432 |
Filed as: CBIZ BENEFITS & INSURANCE Service code 49 · EIN 31-1582098 | Other Services | $6,395 |
GLOBAL RETIREMENT PARTNERS LLC6+ 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 | $28,182 | $58,895-52.1% | $178,503-84.2% | $73,497-61.7% |
| Participation rate | 91.1% | 66.2%+24.9pp | 81.9%+9.2pp | 70.7%+20.4pp |
| Annual return | 12.07% | 24.86%-12.8pp | 151.12%-139.0pp | 28.51%-16.4pp |
| Employer contribution / active EE | $1,042 | $2,236-53.4% | $5,011-79.2% | $2,270-54.1% |
| Participant deferral / active EE | $1,737 | $2,567-32.3% | $5,202-66.6% | $3,740-53.6% |
| Admin fee / account holder | $184 | $400-54.1% | $13,987-98.7% | $513-64.2% |