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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,713 |
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $10,130 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,101 | $46,173-73.8% | $170,435-92.9% | $69,631-82.6% |
| Participation rate | 97.4% | 63.9%+33.5pp | 83.6%+13.8pp | 70.7%+26.7pp |
| Annual return | 8.03% | 21.62%-13.6pp | 205.94%-197.9pp | 27571.02%-27563.0pp |
| Employer contribution / active EE | $565 | $1,610-64.9% | $5,432-89.6% | $2,032-72.2% |
| Participant deferral / active EE | $1,244 | $2,080-40.2% | $4,939-74.8% | $3,224-61.4% |
| Admin fee / account holder | $68 | $116-41.3% | $13,881-99.5% | $110-38.4% |