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| Provider | Service type | Compensation |
|---|---|---|
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $9,700 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $6,851 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,581 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,562 | $53,128+85.5% | $86,582+13.8% | $70,126+40.6% |
| Participation rate | 72.1% | 65.3%+6.8pp | 73.5%-1.5pp | 69.5%+2.6pp |
| Annual return | 16.12% | 27.66%-11.5pp | 965.08%-949.0pp | 73.15%-57.0pp |
| Employer contribution / active EE | $2,812 | $2,068+36.0% | $2,839-1.0% | $2,343+20.1% |
| Participant deferral / active EE | $5,634 | $2,695+109.0% | $3,609+56.1% | $3,332+69.1% |
| Admin fee / account holder | $189 | $3,584-94.7% | $4,904-96.2% | $4,645-95.9% |