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| Provider | Service type | Compensation |
|---|---|---|
Filed as: COMPENSATION SYSTEMS INC (INDIANAPO Service code 13 · EIN 35-1277460 | Contract Administrator | $11,210 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT PARTNER Service code 27 · EIN 47-1411118 | Advisory (Plan) | $5,862 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,624 |
Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 | Participant loan processing; Claims p... | $2,435 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,995 | $81,331-55.7% | $155,534-76.9% | $80,935-55.5% |
| Participation rate | 36.6% | 66.3%-29.6pp | 78.2%-41.6pp | 67.7%-31.0pp |
| Annual return | -7.46% | 33.37%-40.8pp | 64.92%-72.4pp | 35.66%-43.1pp |
| Employer contribution / active EE | $1,121 | $3,105-63.9% | $4,675-76.0% | $2,757-59.3% |
| Participant deferral / active EE | $646 | $3,454-81.3% | $5,630-88.5% | $4,299-85.0% |
| Admin fee / account holder | $210 | $7,999-97.4% | $15,900-98.7% | $6,924-97.0% |