Filed September 24, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHESME CAPITAL MANAGEMENT10+ years Service code 26 · EIN 20-0061957 | Advisory (Participants) | $93,179 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,985 |
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 | $690,524 | $84,458+717.6% | $102,184+575.8% | $64,340+973.2% |
| Participation rate | 98.4% | 74.2%+24.2pp | 82.6%+15.8pp | 55.2%+43.2pp |
| Annual return | 24.17% | 45.73%-21.6pp | 31.58%-7.4pp | 24.14%0pp |
| Employer contribution / active EE | $0 | $2,412-100.0% | $3,594-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $3,267 | $6,208-47.4% | $8,309-60.7% | $2,980+9.6% |
| Admin fee / account holder | $612 | $2,926-79.1% | $11,609-94.7% | $3,703-83.5% |