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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,919 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $33,503 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: NORTHWEST RETIREMENT PLAN CONSULTAN Service code 13 · EIN 46-5674799 413 29TH ST NE, STE D · PUYALLUP, WA 98372 | Contract Administrator | $10,825 |
NWRPC LLC1+ years Service code 13 · EIN 88-2334307 | Contract Administrator | $10,548 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,324 | $82,163-75.3% | $125,381-83.8% | $64,819-68.6% |
| Participation rate | 65.6% | 77.9%-12.3pp | 82.4%-16.8pp | 71.5%-5.9pp |
| Annual return | -14.89% | 3.49%-18.4pp | 572.31%-587.2pp | 32.84%-47.7pp |
| Employer contribution / active EE | $0 | $3,616-100.0% | $4,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $4,460 | $7,175-37.8% | $7,448-40.1% | $4,311+3.5% |
| Admin fee / account holder | $244 | $163+49.7% | $10,007-97.6% | $188+30.1% |