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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,525 |
Filed as: GALLAGHER & KENNEDY Service code 29 · EIN 86-0489397 | Legal | $17,243 |
WEALTHPLAN ADVISORS LLC1 year Filed as: WEALTH PLAN ADVISORS Service code 27 · EIN 26-4646168 | Advisory (Plan) | $16,766 |
WALLACE PLESE & DREHER, LLP3+ years Filed as: WALLACE, PLESE & DREHER Service code 10 · EIN 86-0841383 | Accounting | $11,450 |
HENRY & HORNE, LLP2 years Filed as: HENRY & HORNE Service code 34 7098 E COCHISE RD STE 100 · SCOTTSDALE, AZ 85253 | Valuation (appraisals, etc.); Consult... | $8,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,368 | $64,909-28.6% | $82,313-43.7% | $62,293-25.6% |
| Participation rate | 98.1% | 74.9%+23.2pp | 76.9%+21.2pp | 69.5%+28.6pp |
| Annual return | -8.51% | 21.18%-29.7pp | 25.88%-34.4pp | 28.90%-37.4pp |
| Employer contribution / active EE | $391 | $1,676-76.7% | $2,428-83.9% | $2,042-80.9% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $238 | $440-45.8% | $5,608-95.8% | $479-50.3% |