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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $153,721 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 | Accounting | $14,700 |
CREATIVE PLANNING LLC3 years Service code 10 · EIN 84-4519624 | Accounting | $10,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $33,520-100.0% | $329,695-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.4%-43.4pp | 2.1%-2.1pp |
| Annual return | -0.35% | 7.03%-7.4pp | 9.82%-10.2pp | 7.65%-8.0pp |
| Employer contribution / active EE | $8,647 | $15,106-42.8% | $30,322-71.5% | $20,582-58.0% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,840-100.0% | $193-100.0% |