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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,140 |
GLOBAL RETIREMENT PARTNERS LLC8+ years Service code 27 | Advisory (Plan) | $21,140 |
Filed as: CBIZ BENEFITS & INSURANCE Service code 49 · EIN 31-1582098 | Other Services | $6,276 |
GLOBAL RETIREMENT PARTNERS LLC8+ 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 | $28,311 | $65,071-56.5% | $143,770-80.3% | $66,923-57.7% |
| Participation rate | 82.4% | 65.2%+17.2pp | 80.3%+2.1pp | 69.8%+12.6pp |
| Annual return | -14.88% | -11.14%-3.7pp | -0.04%-14.8pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,141 | $2,361-51.7% | $4,951-77.0% | $2,545-55.2% |
| Participant deferral / active EE | $1,616 | $2,919-44.6% | $5,638-71.3% | $4,237-61.9% |
| Admin fee / account holder | $210 | $502-58.1% | $14,673-98.6% | $593-64.5% |