Filed September 24, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CHESME CAPITAL MANAGEMENT5+ years Service code 26 · EIN 20-0061957 | Advisory (Participants) | $51,148 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,836 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $367,063 | $55,122+565.9% | $104,614+250.9% | $73,493+399.5% |
| Participation rate | 93.3% | 67.7%+25.6pp | 74.1%+19.3pp | 70.7%+22.7pp |
| Annual return | 24.06% | 24.77%-0.7pp | 340.56%-316.5pp | 28.51%-4.5pp |
| Employer contribution / active EE | $0 | $1,464-100.0% | $2,681-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,154 | $2,919+8.0% | $3,739-15.7% | $3,740-15.7% |
| Admin fee / account holder | $335 | $423-20.7% | $6,464-94.8% | $513-34.7% |