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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $77,949 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $20,551 |
BRUNER-COX LLP2 years Filed as: BRUNER, ROBERT J. Service code 49 605 CHESTNUT ST STE 300 · CHATTANOOGA, TN 374500006 | Other Services | $5,962 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $86,666 | $46,173+87.7% | $170,436-49.2% | $69,631+24.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 16.23% | 21.62%-5.4pp | 205.94%-189.7pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $4,507 | $1,610+180.0% | $5,433-17.0% | $2,032+121.8% |
| Participant deferral / active EE | $3,755 | $2,080+80.5% | $4,939-24.0% | $3,224+16.5% |
| Admin fee / account holder | $202 | $116+74.1% | $13,880-98.5% | $110+82.9% |