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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 28 · EIN 42-0127290 | Investment Management | $12,689 |
BLAND & ASSOCIATES1 year Service code 10 · EIN 47-0698853 | Accounting | $11,041 |
STERN BROTHERS2 years Filed as: STERN Service code 11 · EIN 43-1749095 | Actuarial | $9,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,591 | $84,499-36.6% | $125,391-57.3% | $66,949-20.0% |
| Participation rate | 99.0% | 76.4%+22.6pp | 82.4%+16.6pp | 69.8%+29.2pp |
| Annual return | -0.06% | -8.49%+8.4pp | 572.41%-572.5pp | 1.57%-1.6pp |
| Employer contribution / active EE | $2,941 | $3,554-17.2% | $4,816-38.9% | $2,545+15.5% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $259 | $685-62.3% | $10,009-97.4% | $594-56.4% |