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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $78,976 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 52-1523364 | Advisory (Plan) | $22,876 |
Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $17,317 |
BARNES, IACCARINO & SHEPHERD LLP7+ years Filed as: BARNES DENNIG Service code 10 · EIN 31-1119890 150 E 4TH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $16,050 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $54,060-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.7%-0.7pp |
| Annual return | 11.86% | 11.91%0pp | 36.37%-24.5pp | 13.24%-1.4pp |
| Employer contribution / active EE | $4,037 | $16,637-75.7% | $37,223-89.2% | $14,616-72.4% |
| Participant deferral / active EE | $0 | $12-100.0% | $524-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $568-100.0% | $4,137-100.0% |