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| Provider | Service type | Compensation |
|---|---|---|
GREEN RIDGE WEALTH PLANNING LLC2+ years Service code 27 · EIN 81-1222904 | Advisory (Plan) | $10,034 |
ALTIGRO PENSION SERVICES INC2+ years Filed as: ALTIGRO RETIREMENT SERVICES, LLC Service code 13 · EIN 86-1297868 | Contract Administrator | $0 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $0 |
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 | $12,457 | $99,201-87.4% | $96,544-87.1% | $74,473-83.3% |
| Participation rate | 99.8% | 80.7%+19.1pp | 76.0%+23.8pp | 70.7%+29.0pp |
| Annual return | 28.35% | 22.40%+6.0pp | 25.88%+2.5pp | 34.36%-6.0pp |
| Employer contribution / active EE | $2,380 | $2,570-7.4% | $2,966-19.8% | $2,638-9.8% |
| Participant deferral / active EE | $4,711 | $4,938-4.6% | $4,851-2.9% | $4,530+4.0% |
| Admin fee / account holder | $182 | $225-18.9% | $8,254-97.8% | $347-47.4% |