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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC EQUITY GROUP Service code 34 · EIN 33-0204776 | Consulting fees; Valuation (appraisal... | $23,600 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 PO BOX 777 · DES MOINES, IA 50303 | Recordkeeping | $20,697 |
NICHOLAS L. SAAKVITNE1 year Filed as: NICHOLAS L SAAKVITINE Service code 20 · EIN 95-4096489 | Trustee (individual); Named fiduciary... | $12,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $135,956-100.0% | $123,894-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 84.1%-84.1pp | 81.4%-81.4pp | 83.0%-83.0pp |
| Annual return | -16.48% | 56.63%-73.1pp | 47.52%-64.0pp | 41.46%-57.9pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |