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| Provider | Service type | Compensation |
|---|---|---|
EVERGREEN CAPITAL MANAGEMENT10+ years Service code 27 · EIN 47-0730826 | Advisory (Plan) | $30,723 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,811 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,661 | $49,915+3.5% | $154,803-66.6% | $74,304-30.5% |
| Participation rate | 52.0% | 54.0%-2.0pp | 78.1%-26.1pp | 60.3%-8.4pp |
| Annual return | 9.31% | 34.06%-24.7pp | 58.88%-49.6pp | 29.43%-20.1pp |
| Employer contribution / active EE | $2,043 | $1,611+26.8% | $4,305-52.6% | $2,241-8.9% |
| Participant deferral / active EE | $2,864 | $2,255+27.0% | $5,540-48.3% | $3,767-24.0% |
| Admin fee / account holder | $281 | $2,189-87.2% | $14,329-98.0% | $2,969-90.5% |