Filed August 17, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $118,054 |
Service code 21 · EIN 20-1171923 | Bank Trustee | $75,000 |
Filed as: STOUT RISIUS Service code 34 · EIN 38-3003685 | Valuation (appraisals, etc.); Consult... | $47,074 |
COHN REZNICK LLP6 years Filed as: COHN REZNICK Service code 10 · EIN 22-1478099 | Accounting | $21,861 |
6254.151 year Service code 38 · EIN 53-0194625 | Participant Communication | $6,254 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,339 | $95,388-7.4% | $125,401-29.6% | $77,906+13.4% |
| Participation rate | 99.1% | 78.6%+20.5pp | 82.4%+16.7pp | 73.7%+25.4pp |
| Annual return | 10.70% | 116.19%-105.5pp | 572.53%-561.8pp | 12.16%-1.5pp |
| Employer contribution / active EE | $1,375 | $3,666-62.5% | $4,816-71.4% | $2,846-51.7% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,448-100.0% | $4,805-100.0% |
| Admin fee / account holder | $82 | $119-30.9% | $10,008-99.2% | $133-38.1% |