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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 | Contract Administrator | $303,662 |
TIC INTERNATIONAL CORPORATION8+ years Service code 14 · EIN 13-2600875 | Plan Administrator | $141,314 |
MEKETA INVESTMENT GROUP8+ years Filed as: MEKETA GROUP Service code 27 · EIN 04-2659023 | Advisory (Plan) | $125,000 |
DOLAN MCENIRY CAPITAL MANAGEMENT8+ years Service code 28 · EIN 36-4169967 | Investment Management | $90,166 |
WILLIAMS MCCARTHY, LLP8+ years Service code 29 · EIN 20-5568874 | Legal | $80,565 |
CALIBRE CPA GROUP PLLC4 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $78,998 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1975125 | Actuarial | $78,895 |
Service code 13 · EIN 36-2265130 | Contract Administrator | $59,964 |
LEGACY PROFESSIONALS LLP8+ years Service code 10 · EIN 32-0043599 | Accounting | $30,259 |
THE SEGAL COMPANY8+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 | Insurance brokerage commissions and f... | $26,721 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,138 | $55,730-24.4% | $96,543-56.4% | $96,393-56.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 74.3%+25.7pp | 71.3%+28.7pp |
| Annual return | 6.52% | 12.78%-6.3pp | 35.75%-29.2pp | 22.88%-16.4pp |
| Employer contribution / active EE | $2,776 | $4,014-30.8% | $3,741-25.8% | $3,239-14.3% |
| Participant deferral / active EE | $0 | $3,393-100.0% | $4,880-100.0% | $5,455-100.0% |
| Admin fee / account holder | $93 | $105-12.1% | $6,737-98.6% | $74+25.5% |