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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 | Contract Administrator | $298,262 |
Filed as: TIC MIDWEST, LLC Service code 14 · EIN 13-2600875 | Plan Administrator | $147,420 |
WILLIAMS MCCARTHY, LLP9+ years Service code 29 · EIN 20-5568874 | Legal | $136,873 |
DOLAN MCENIRY CAPITAL MANAGEMENT9+ years Service code 28 · EIN 36-4169967 | Investment Management | $136,151 |
MEKETA INVESTMENT GROUP9+ years Filed as: MEKETA GROUP Service code 27 · EIN 04-2659023 | Advisory (Plan) | $125,000 |
CALIBRE CPA GROUP PLLC5 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $94,837 |
Service code 13 · EIN 36-2265130 | Contract Administrator | $87,665 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1975125 | Actuarial | $46,944 |
LEGACY PROFESSIONALS LLP9+ years Service code 10 · EIN 32-0043599 | Accounting | $33,144 |
THE SEGAL COMPANY9+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 | Insurance brokerage commissions and f... | $27,843 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,659 | $63,356-21.6% | $102,437-51.5% | $106,553-53.4% |
| Participation rate | 100.0% | 84.3%+15.7pp | 74.5%+25.5pp | 69.8%+30.2pp |
| Annual return | 21.06% | 14.77%+6.3pp | 24.95%-3.9pp | 17.37%+3.7pp |
| Employer contribution / active EE | $2,851 | $4,310-33.9% | $3,871-26.4% | $3,359-15.1% |
| Participant deferral / active EE | $0 | $3,479-100.0% | $5,060-100.0% | $5,562-100.0% |
| Admin fee / account holder | $104 | $110-5.8% | $8,388-98.8% | $80+30.3% |