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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,533 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 711 HIGH ST · DES MOINES, IA 50392 | Advisory (Plan) | $4,943 |
Service code 13 · EIN 39-1967492 878 W AIRPORT RD · MENASHA, WI 54952 | Contract Administrator | $3,541 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,878 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC MORNINGSTAR Service code 99 ASSOCIATES LLC · CHICAGO, IL 60674 | Other Fees | $195 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, WI 80111 | Investment Management | $7 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,685 | $54,237-87.7% | $90,304-92.6% | $67,579-90.1% |
| Participation rate | 41.7% | 68.6%-26.9pp | 73.3%-31.6pp | 71.3%-29.6pp |
| Annual return | 20.48% | 37.27%-16.8pp | 78.13%-57.6pp | 378.56%-358.1pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,855-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $617 | $2,625-76.5% | $3,885-84.1% | $3,539-82.6% |
| Admin fee / account holder | $67 | $123-45.4% | $5,354-98.7% | $142-52.6% |