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 | $82,879+733.2% | $96,576+615.0% | $67,986+915.7% |
| Participation rate | 98.4% | 75.2%+23.3pp | 81.4%+17.0pp | 57.2%+41.2pp |
| Annual return | 24.17% | 36.90%-12.7pp | 38.47%-14.3pp | 31.67%-7.5pp |
| Employer contribution / active EE | $0 | $2,727-100.0% | $3,553-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,267 | $6,976-53.2% | $7,956-58.9% | $3,358-2.7% |
| Admin fee / account holder | $612 | $2,783-78.0% | $11,381-94.6% | $3,203-80.9% |