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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL BANK Service code 15 · EIN 42-1466678 711 HIGH STREET · DES MOINES, IA 50392 | Recordkeeping | $36,227 |
Service code 15 · EIN 26-3148951 111 N. POST STREET · SPOKANE, WA 99201 | Recordkeeping | $17,356 |
BPM LLP3 years Filed as: BPM, LLP Service code 10 · EIN 81-4234542 P.O.BOX 53086 · BELLEVUE, WA 980153086 | Accounting | $17,034 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,259 | $51,207-33.1% | $70,565-51.5% | $71,529-52.1% |
| Participation rate | 100.0% | 59.4%+40.6pp | 68.4%+31.6pp | 67.9%+32.1pp |
| Annual return | 9.41% | 42.71%-33.3pp | 32.79%-23.4pp | 28.97%-19.6pp |
| Employer contribution / active EE | $2,162 | $1,795+20.4% | $2,976-27.3% | $2,590-16.5% |
| Participant deferral / active EE | $0 | $3,033-100.0% | $4,568-100.0% | $4,291-100.0% |
| Admin fee / account holder | $283 | $2,002-85.9% | $6,430-95.6% | $1,588-82.2% |