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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,776 |
BENEFIT FIDUCIARY GROUP LLC4 years Filed as: BENEFIT FIDUACIARY GROUP LLC Service code 27 · EIN 27-4653554 | Advisory (Plan) | $20,835 |
Service code 10 · EIN 54-0643136 | Accounting | $10,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,940 | $55,437-11.7% | $155,534-68.5% | $74,459-34.3% |
| Participation rate | 86.4% | 61.9%+24.5pp | 78.2%+8.2pp | 67.2%+19.2pp |
| Annual return | 11.12% | 269.58%-258.5pp | 64.92%-53.8pp | 1369.70%-1358.6pp |
| Employer contribution / active EE | $3,158 | $2,266+39.4% | $4,675-32.4% | $2,626+20.3% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $5,630-100.0% | $4,350-100.0% |
| Admin fee / account holder | $277 | $1,742-84.1% | $15,900-98.3% | $1,945-85.7% |