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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 28 · EIN 42-0127290 | Investment Management | $23,386 |
BLAND & ASSOCIATES2 years Filed as: BLAND AND ASSOCIATES Service code 10 · EIN 47-0698853 | Accounting | $12,500 |
STERN BROTHERS3 years Filed as: STERN BROTHERS VALUATION ADVISORS Service code 11 · EIN 43-1749095 | Actuarial | $8,000 |
Participant contribution per participant 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 | $54,609 | $98,776-44.7% | $149,745-63.5% | $79,856-31.6% |
| Participation rate | 99.0% | 75.8%+23.2pp | 82.5%+16.5pp | 69.6%+29.3pp |
| Annual return | 21.65% | 27.38%-5.7pp | 276.72%-255.1pp | 31.71%-10.1pp |
| Employer contribution / active EE | $2,083 | $3,217-35.2% | $4,646-55.2% | $2,471-15.7% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $264 | $6,053-95.6% | $9,312-97.2% | $5,306-95.0% |