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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $217,266 |
BENESYS, INC.7 years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $53,917 |
BPA OF WI A BENESYS COMPANY3 years Service code 15 · EIN 39-1400101 | Recordkeeping | $44,718 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $29,598 |
THE PREVIANT LAW FIRM, S.C.7 years Service code 27 · EIN 39-1211596 | Advisory (Plan) | $21,079 |
SIKICH LLP4 years Service code 10 · EIN 36-3168081 | Accounting | $19,375 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $162,639-100.0% | - | $162,639-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | - | 50.0%-50.0pp |
| Annual return | 11.09% | 12.69%-1.6pp | 73.56%-62.5pp | 12.69%-1.6pp |
| Employer contribution / active EE | $8,574 | $11,428-25.0% | $5,070+69.1% | $11,428-25.0% |
| Participant deferral / active EE | $0 | $0 | - | - |
| Admin fee / account holder | $0 | $699-100.0% | - | $699-100.0% |