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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 10 · EIN 42-1530346 | Accounting | $34,187 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1359751 | Accounting | $18,076 |
CASTLE VALUATION2 years Service code 34 · EIN 86-2075029 | Valuation (appraisals, etc.); Direct ... | $16,500 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,178 | $93,010-10.6% | $96,515-13.8% | $74,460+11.7% |
| Participation rate | 98.7% | 71.6%+27.1pp | 74.3%+24.3pp | 70.7%+27.9pp |
| Annual return | 48.57% | 37.50%+11.1pp | 35.73%+12.8pp | 34.38%+14.2pp |
| Employer contribution / active EE | $298 | $3,427-91.3% | $3,740-92.0% | $2,638-88.7% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $89 | $633-85.9% | $6,735-98.7% | $348-74.3% |