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| Provider | Service type | Compensation |
|---|---|---|
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $7,613 |
S B H U LIFE AGENCY INC9+ years Service code 49 · EIN 13-2896238 | Other Services | $1,342 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $874 |
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 | $61,254 | $71,534-14.4% | $98,462-37.8% | $71,529-14.4% |
| Participation rate | 89.2% | 72.7%+16.5pp | 75.2%+14.0pp | 67.9%+21.3pp |
| Annual return | 13.08% | 32.44%-19.4pp | 21.17%-8.1pp | 28.97%-15.9pp |
| Employer contribution / active EE | $4,505 | $2,399+87.7% | $3,049+47.7% | $2,590+73.9% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $20 | $1,677-98.8% | $8,875-99.8% | $1,588-98.8% |