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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,500 |
Filed as: CAMBRIDGE INVESTMENTS RESEARCH INC Service code 26 · EIN 48-1188446 | Advisory (Participants) | $8,334 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,620 |
CENTRAL TRUST COMPANY1 year Filed as: CENTRAL TRUST & INVESTMENT COMPANY Service code 27 720 E. BROADWAY · COLUMBIA, MO 65201 | Advisory (Plan) | $710 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,460 | $43,423-73.6% | $78,676-85.4% | $55,167-79.2% |
| Participation rate | 74.8% | 68.0%+6.8pp | 73.6%+1.3pp | 69.0%+5.8pp |
| Annual return | 8.08% | 11.53%-3.4pp | 62.19%-54.1pp | 169.23%-161.2pp |
| Employer contribution / active EE | $815 | $1,997-59.2% | $2,850-71.4% | $1,963-58.5% |
| Participant deferral / active EE | $796 | $2,509-68.3% | $3,517-77.4% | $3,054-73.9% |
| Admin fee / account holder | $153 | $416-63.3% | $4,510-96.6% | $504-69.7% |