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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC2 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $80,389 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,173 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,761 | $84,499+54.7% | $125,391+4.3% | $66,949+95.3% |
| Participation rate | 97.0% | 76.4%+20.6pp | 82.4%+14.6pp | 69.8%+27.2pp |
| Annual return | 1.22% | -8.49%+9.7pp | 572.41%-571.2pp | 1.57%-0.3pp |
| Employer contribution / active EE | $5,990 | $3,554+68.6% | $4,816+24.4% | $2,545+135.3% |
| Participant deferral / active EE | $12,062 | $6,785+77.8% | $7,448+61.9% | $4,239+184.5% |
| Admin fee / account holder | $167 | $685-75.6% | $10,009-98.3% | $594-71.8% |