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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $22,161 |
HILLWORTH, LLC1 year Service code 34 · EIN 83-1778661 | Other fees; Valuation (appraisals, etc.) | $7,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,780 | $129,227-90.1% | $184,256-93.1% | $77,762-83.6% |
| Participation rate | 99.8% | 87.4%+12.4pp | 86.8%+12.9pp | 70.6%+29.2pp |
| Annual return | 44.37% | 33.24%+11.1pp | 28.85%+15.5pp | 31.27%+13.1pp |
| Employer contribution / active EE | $0 | $4,412-100.0% | $6,427-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $63 | $256-75.2% | $13,899-99.5% | $433-85.4% |