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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $296,678 |
Filed as: ECONOMIC GROUP PENSION SERVICES, IN Service code 13 | Contract Administrator | $86,925 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,461 |
Filed as: WEALTH ADVSIORY SERVICES Service code 27 · EIN 99-2539506 | Advisory (Plan) | $19,836 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 | Accounting | $15,500 |
Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 · EIN 13-3180178 | Contract Administrator | $425 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,600 | $110,299-72.3% | $102,423-70.1% | $199,593-84.7% |
| Participation rate | 93.2% | 86.3%+6.9pp | 76.5%+16.7pp | 72.0%+21.2pp |
| Annual return | 10.13% | 35.73%-25.6pp | 29.32%-19.2pp | 34.25%-24.1pp |
| Employer contribution / active EE | $1,054 | $3,603-70.8% | $3,023-65.2% | $3,034-65.3% |
| Participant deferral / active EE | $3,619 | $6,376-43.2% | $5,053-28.4% | $5,087-28.8% |
| Admin fee / account holder | $210 | $122+72.0% | $9,451-97.8% | $269-21.8% |