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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $10,720 |
JONES POUNDER1 year Filed as: JONES POUNDER & ASSOCIATES Service code 49 · EIN 57-0725618 | Other Services | $9,500 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,485 | $104,317-79.4% | $159,436-86.5% | $86,799-75.2% |
| Participation rate | 95.3% | 77.7%+17.6pp | 82.8%+12.5pp | 72.3%+23.0pp |
| Annual return | 0.65% | 26.32%-25.7pp | 263.57%-262.9pp | 97.91%-97.3pp |
| Employer contribution / active EE | $3,320 | $3,451-3.8% | $4,829-31.3% | $2,405+38.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $20 | $172-88.3% | $10,799-99.8% | $170-88.1% |