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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,180 |
PLEXUS FINANCIAL SERVICES, LLC10+ years Filed as: PLEXUS FINANCIAL SERVICES LLC Service code 27 · EIN 27-1746834 | Advisory (Plan) | $9,379 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,651 | $79,209-58.8% | $102,434-68.1% | $74,459-56.1% |
| Participation rate | 66.7% | 74.8%-8.1pp | 76.5%-9.8pp | 67.2%-0.6pp |
| Annual return | 10.79% | 54.98%-44.2pp | 29.46%-18.7pp | 1369.70%-1358.9pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,270 | $4,417-48.6% | $5,055-55.1% | $4,350-47.8% |
| Admin fee / account holder | $217 | $2,002-89.1% | $9,462-97.7% | $1,945-88.8% |