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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $112,561 |
ALPHA FINANCIAL PARTNERS4 years Filed as: ALPHA FINANCIAL PARTNERS LLC Service code 27 · EIN 84-4135983 | Advisory (Plan) | $36,103 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | - | $52,198-100.0% |
| Participation rate | 0.0% | 11.0%-11.0pp | 0.0%0pp | 11.0%-11.0pp |
| Annual return | 2.63% | 8.21%-5.6pp | 3.39%-0.8pp | 8.21%-5.6pp |
| Employer contribution / active EE | $30,865 | $13,837+123.1% | $31,780-2.9% | $13,837+123.1% |
| Participant deferral / active EE | $0 | $62-100.0% | $83-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | - | $1,652-100.0% |