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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY1 year Filed as: TI TRUST Service code 21 · EIN 20-1171923 | Bank Trustee | $22,200 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 · EIN 42-0127290 | Recordkeeping | $13,617 |
COMSTOCK ADVISORS4 years Service code 34 · EIN 34-1823071 | Direct payment from the plan; Valuati... | $13,127 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $10,900 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,417 | $49,138-58.4% | $84,023-75.7% | $65,186-68.7% |
| Participation rate | 96.9% | 60.7%+36.2pp | 69.0%+27.9pp | 70.2%+26.7pp |
| Annual return | -2.79% | 23.00%-25.8pp | 71.32%-74.1pp | 29.39%-32.2pp |
| Employer contribution / active EE | $797 | $914-12.8% | $1,984-59.9% | $2,177-63.4% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $3,239-100.0% | $3,514-100.0% |
| Admin fee / account holder | $391 | $543-28.0% | $6,102-93.6% | $847-53.8% |