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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UNITED WAY OF GR Service code 10 · EIN 23-7375346 | Accounting | $126,976 |
BCG SECURITIES1 year Filed as: BCG Service code 27 · EIN 47-3313152 | Advisory (Plan) | $116,280 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $114,249 |
WILLIAMS MULLEN1 year Service code 29 · EIN 54-1246519 | Legal | $33,092 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $18,593 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,833-100.0% | $151,098-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 5.9%-5.9pp | 16.3%-16.3pp | 8.4%-8.4pp |
| Annual return | 7.19% | 12.41%-5.2pp | 11.31%-4.1pp | 18.35%-11.2pp |
| Employer contribution / active EE | $17,018 | $18,122-6.1% | $35,729-52.4% | $14,669+16.0% |
| Participant deferral / active EE | $0 | $427-100.0% | $237-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $6,633-100.0% | $20,124-100.0% | $9,141-100.0% |