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| Provider | Service type | Compensation |
|---|---|---|
BCG SECURITIES2 years Filed as: BCG Service code 13 · EIN 47-3313152 | Contract Administrator | $215,000 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $141,605 |
WILLIAMS MULLEN2 years Service code 29 · EIN 54-1246519 | Legal | $46,158 |
Filed as: PRINCIPAL GLOBAL INVESTORS LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $11,447 |
Filed as: UNITED WAY OF GREATER RICHMOND & Service code 13 · EIN 23-7375346 | Contract Administrator | $6,368 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $779,308-100.0% | $748,470-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 27.7%-27.7pp | 21.7%-21.7pp | 44.4%-44.4pp |
| Annual return | -12.79% | -0.99%-11.8pp | 0.46%-13.2pp | -14.65%+1.9pp |
| Employer contribution / active EE | $0 | $40,624-100.0% | $35,480-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $131-100.0% | $231-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $32,803-100.0% | $29,938-100.0% | $14,582-100.0% |