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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 28 · EIN 42-0127290 | Investment Management | $15,392 |
BLAND & ASSOCIATES2 years Service code 10 · EIN 47-0698853 | Accounting | $11,550 |
STERN BROTHERS6 years Filed as: STERN BROTHERS VALUATION ADVISORS Service code 11 · EIN 43-1749095 | Actuarial | $9,350 |
Annual investment return 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 | $58,432 | $91,474-36.1% | $135,982-57.0% | $71,529-18.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 15.25% | 29.89%-14.6pp | 68.32%-53.1pp | 28.97%-13.7pp |
| Employer contribution / active EE | $2,703 | $3,705-27.1% | $4,859-44.4% | $2,590+4.4% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $265 | $1,267-79.1% | $10,767-97.5% | $1,588-83.3% |