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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 PO BOX 9394 · DES MOINES, IA 503069394 | Contract Administrator | $33,074 |
DEBOER & ASSOCIATES, PC1+ years Service code 10 · EIN 47-0836395 17330 WRIGHT ST, STE 100 · OMAHA, NE 68130 | Accounting | $18,730 |
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 500 W MADISON ST STE 3855 · CHICAGO, IL 606614593 | Advisory (Plan) | $15,420 |
BLAKE & UHLIG, P.A.1+ years Service code 29 · EIN 48-0918231 753 STATE AVENUE · KANSAS CITY, KS 66101 | Legal | $9,541 |
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,585 | $71,802-68.5% | $133,975-83.1% | $57,658-60.8% |
| Participation rate | 81.5% | 85.5%-4.0pp | 87.1%-5.6pp | 70.2%+11.3pp |
| Annual return | 2.71% | 13.51%-10.8pp | 29.29%-26.6pp | 5.13%-2.4pp |
| Employer contribution / active EE | $2,134 | $3,161-32.5% | $5,211-59.0% | $1,974+8.1% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $178 | $88+103.5% | $9,324-98.1% | $95+88.7% |