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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,467 |
GEFFEN MESHER3+ years Filed as: GEFFEN MESHER & COMPANY, P.C. Service code 10 · EIN 93-1042710 | Accounting | $24,000 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 49 · EIN 13-3727333 | Other Services | $15,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,048 | $80,753-40.5% | $136,298-64.7% | $62,293-22.9% |
| Participation rate | 58.6% | 73.5%-14.9pp | 81.9%-23.3pp | 69.5%-10.9pp |
| Annual return | 18.93% | 35.83%-16.9pp | 5156.27%-5137.3pp | 28.90%-10.0pp |
| Employer contribution / active EE | $2,115 | $2,884-26.7% | $4,696-55.0% | $2,042+3.5% |
| Participant deferral / active EE | $3,388 | $5,164-34.4% | $6,247-45.8% | $3,169+6.9% |
| Admin fee / account holder | $248 | $525-52.9% | $9,244-97.3% | $479-48.3% |