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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $141,797 |
BENEFIT FIDUCIARY GROUP LLC2 years Filed as: BENEFIT FIDUACIARY GROUP LLC Service code 27 · EIN 27-4653554 | Advisory (Plan) | $24,632 |
Service code 21 · EIN 54-0988560 | Bank Trustee | $5,441 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,626 | $65,125-42.2% | $143,797-73.8% | $66,949-43.8% |
| Participation rate | 89.4% | 65.2%+24.2pp | 80.3%+9.1pp | 69.8%+19.6pp |
| Annual return | -12.49% | -11.13%-1.4pp | -0.04%-12.4pp | 1.57%-14.1pp |
| Employer contribution / active EE | $3,028 | $2,362+28.2% | $4,952-38.9% | $2,545+18.9% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,239-100.0% |
| Admin fee / account holder | $263 | $503-47.7% | $14,679-98.2% | $594-55.7% |