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| Provider | Service type | Compensation |
|---|---|---|
CUTTER & COMPANY, INC1 year Service code 27 · EIN 43-1477566 | Advisory (Plan) | $5,335 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,376 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,651 | $86,298+5.0% | $111,308-18.6% | $85,847+5.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 10.19% | 19.99%-9.8pp | 54.67%-44.5pp | 318.61%-308.4pp |
| Employer contribution / active EE | $2,194 | $2,044+7.3% | $2,732-19.7% | $2,565-14.5% |
| Participant deferral / active EE | $2,681 | $3,641-26.4% | $4,487-40.3% | $3,952-32.2% |
| Admin fee / account holder | $40 | $8,189-99.5% | $7,965-99.5% | $6,261-99.4% |