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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERIPRISE FINANCIAL Service code 55 | Other Commissions | $16,277 |
Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $14,184 |
Filed as: TRINITY PENSION CONSULTANTS, INC. Service code 13 | Contract Administrator | $2,493 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 | Recordkeeping Fees | $1,107 |
Service code 13 · EIN 20-4548831 | Contract Administrator | $270 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,175 | $58,888-60.6% | $178,498-87.0% | $73,493-68.5% |
| Participation rate | 55.8% | 66.2%-10.4pp | 81.9%-26.1pp | 70.7%-14.9pp |
| Annual return | 25.11% | 24.86%+0.3pp | 151.09%-126.0pp | 28.51%-3.4pp |
| Employer contribution / active EE | $927 | $2,236-58.5% | $5,011-81.5% | $2,270-59.2% |
| Participant deferral / active EE | $2,827 | $2,568+10.1% | $5,202-45.7% | $3,740-24.4% |
| Admin fee / account holder | $167 | $400-58.3% | $13,985-98.8% | $513-67.5% |