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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,238 |
CHERRY BEKAERT LLP1 year Service code 10 · EIN 56-0574444 | Accounting | $9,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $943,036-100.0% | $943,036-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 9.1%-9.1pp | 43.7%-43.7pp |
| Annual return | 1.83% | 4.96%-3.1pp | 5.62%-3.8pp | 13.05%-11.2pp |
| Employer contribution / active EE | $179,303 | $47,340+278.8% | $37,825+374.0% | $37,664+376.1% |
| Participant deferral / active EE | $0 | $0 | $0 | $48-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $31,365-100.0% |