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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $122,659 |
GREEN RIDGE WEALTH PLANNING LLC3+ years Service code 27 · EIN 81-1222904 | Advisory (Plan) | $42,413 |
Filed as: ACTUARIAL RETIREMENT SERVICES Service code 13 · EIN 86-1297868 | Contract Administrator | $38,217 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,271 | $89,123-81.7% | $102,460-84.1% | $77,762-79.1% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 23.02% | 25.05%-2.0pp | 29.47%-6.4pp | 31.27%-8.2pp |
| Employer contribution / active EE | $2,766 | $2,700+2.5% | $3,025-8.6% | $2,728+1.4% |
| Participant deferral / active EE | $5,666 | $5,148+10.1% | $5,056+12.1% | $4,651+21.8% |
| Admin fee / account holder | $240 | $236+1.6% | $9,460-97.5% | $433-44.7% |