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| Provider | Service type | Compensation |
|---|---|---|
RDA FINANCIAL NETWORK2+ years Service code 27 · EIN 20-3771932 | Advisory (Plan) | $21,580 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,899 |
ACCEL WEALTH MANAGEMENT1+ years Service code 27 · EIN 26-3916954 | Advisory (Plan) | $7,274 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $60,165-100.0% | $74,184-100.0% | $55,167-100.0% |
| Participation rate | 0.0% | 74.2%-74.2pp | 76.6%-76.6pp | 69.0%-69.0pp |
| Annual return | -9.41% | 10.00%-19.4pp | 17.74%-27.2pp | 169.23%-178.6pp |
| Employer contribution / active EE | $1,186 | $1,600-25.8% | $2,370-49.9% | $1,963-39.5% |
| Participant deferral / active EE | $3,624 | $2,973+21.9% | $3,550+2.1% | $3,054+18.7% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |