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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,305 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,144 |
Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 55 5665 PLAZA DR. STE 350 · CYPRESS, CA 90630 | Other Commissions | $2,825 |
ERISA SERVICES, INC.1 year Service code 13 PO BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $905 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,625 | $74,552-67.0% | $63,018-60.9% | $69,631-64.6% |
| Participation rate | 21.6% | 78.3%-56.7pp | 74.8%-53.2pp | 70.7%-49.1pp |
| Annual return | 13.54% | 15.77%-2.2pp | 87.62%-74.1pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $226 | $2,929-92.3% | $2,761-91.8% | $2,032-88.9% |
| Participant deferral / active EE | $388 | $2,974-87.0% | $3,330-88.3% | $3,224-88.0% |
| Admin fee / account holder | $133 | $59+123.8% | $3,601-96.3% | $110+20.4% |