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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $112,329 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $63,496 |
SC&H ATTEST SERVICES, P.C.4 years Service code 10 · EIN 52-1743645 | Accounting | $21,175 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC, A Service code 26 · EIN 47-1411118 | Advisory (Participants) | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,239 | $106,264+22.6% | $147,117-11.5% | $77,762+67.5% |
| Participation rate | 98.1% | 78.4%+19.7pp | 82.2%+15.9pp | 70.6%+27.5pp |
| Annual return | 17.27% | 56.94%-39.7pp | 420.54%-403.3pp | 31.27%-14.0pp |
| Employer contribution / active EE | $2,836 | $4,074-30.4% | $4,932-42.5% | $2,728+3.9% |
| Participant deferral / active EE | $8,933 | $8,003+11.6% | $8,065+10.8% | $4,651+92.1% |
| Admin fee / account holder | $248 | $334-25.7% | $12,993-98.1% | $433-42.6% |