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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 PO BOX 9394 · DES MOINES, IA 503069394 | Contract Administrator | $27,227 |
DEBOER & ASSOCIATES, PC2+ years Service code 10 · EIN 47-0836395 17330 WRIGHT ST, STE 100 · OMAHA, NE 68130 | Accounting | $19,215 |
DIMEO SCHNEIDER & ASSOCIATES LLC2+ 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 |
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 | $26,897 | $81,537-67.0% | $149,721-82.0% | $69,631-61.4% |
| Participation rate | 74.5% | 86.1%-11.6pp | 87.1%-12.6pp | 70.7%+3.8pp |
| Annual return | 15.89% | 22.79%-6.9pp | 1501.67%-1485.8pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $1,905 | $3,239-41.2% | $5,444-65.0% | $2,032-6.3% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $169 | $107+57.7% | $11,282-98.5% | $110+52.6% |