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| Provider | Service type | Compensation |
|---|---|---|
KDV WEALTH MANAGEMENT, LLC1+ years Service code 27 · EIN 20-8172864 | Advisory (Plan) | $28,035 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,410 |
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 | $85,783 | $50,464+70.0% | $75,784+13.2% | $52,331+63.9% |
| Participation rate | 88.1% | 66.8%+21.3pp | 75.8%+12.3pp | 68.1%+20.0pp |
| Annual return | 0.03% | 1.03%-1.0pp | 9.68%-9.6pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,540 | $1,988-22.5% | $3,323-53.7% | $1,882-18.2% |
| Participant deferral / active EE | $8,507 | $2,570+231.0% | $3,652+133.0% | $3,022+181.5% |
| Admin fee / account holder | $9 | $1,103-99.2% | $5,300-99.8% | $592-98.5% |