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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST3 years Service code 15 · EIN 38-3416104 | Recordkeeping | $31,307 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1 |
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 | $74,561 | $93,131-19.9% | $106,555-30.0% | $86,821-14.1% |
| Participation rate | 99.7% | 81.4%+18.2pp | 76.1%+23.5pp | 72.3%+27.4pp |
| Annual return | 29.59% | 19.45%+10.1pp | 26.80%+2.8pp | 97.94%-68.3pp |
| Employer contribution / active EE | $3,596 | $2,895+24.2% | $2,819+27.5% | $2,406+49.5% |
| Participant deferral / active EE | $3,313 | $4,708-29.6% | $4,399-24.7% | $4,132-19.8% |
| Admin fee / account holder | $86 | $145-40.9% | $7,408-98.8% | $170-49.4% |