Filed September 24, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHESME CAPITAL MANAGEMENT9+ years Service code 26 · EIN 20-0061957 | Advisory (Participants) | $83,700 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,839 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $595,272 | $79,089+652.7% | $100,392+492.9% | $74,459+699.5% |
| Participation rate | 92.4% | 79.4%+13.0pp | 81.5%+10.9pp | 67.2%+25.2pp |
| Annual return | 39.72% | 20.61%+19.1pp | 49.45%-9.7pp | 1369.70%-1330.0pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,941-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,509 | $7,747-54.7% | $8,090-56.6% | $4,350-19.3% |
| Admin fee / account holder | $555 | $1,336-58.5% | $7,904-93.0% | $1,945-71.5% |