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| Provider | Service type | Compensation |
|---|---|---|
CIRRUS WEALTH MANAGEMENT LLC3 years Service code 27 · EIN 47-2368024 | Advisory (Plan) | $8,644 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,125 |
Annual investment return 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 | $36,108 | $95,406-62.2% | $185,849-80.6% | $85,847-57.9% |
| Participation rate | 70.6% | 68.8%+1.8pp | 81.7%-11.1pp | 69.3%+1.3pp |
| Annual return | 11.19% | 23.59%-12.4pp | 122.10%-110.9pp | 318.61%-307.4pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,598 | $3,424-53.3% | $5,569-71.3% | $3,952-59.6% |
| Admin fee / account holder | $34 | $7,214-99.5% | $16,244-99.8% | $6,261-99.5% |