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| Provider | Service type | Compensation |
|---|---|---|
WEALTHPLAN ADVISORS LLC5+ years Filed as: WEALTHPLAN ADVISORS Service code 27 · EIN 26-4646168 | Advisory (Plan) | $28,509 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,580 |
HENRY & HORNE, LLP2 years Filed as: HENRY & HOME Service code 34 · EIN 86-0133881 | Valuation (appraisals, etc.); Consult... | $9,000 |
WALLACE PLESE & DREHER, LLP5+ years Filed as: WALLACE, PLESE & DREHER Service code 10 · EIN 86-0841383 | Accounting | $7,800 |
Filed as: GALLAGHER & KENNEDY Service code 29 · EIN 86-0489397 | Legal | $6,192 |
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 | $35,433 | $65,376-45.8% | $87,104-59.3% | $65,185-45.6% |
| Participation rate | 96.4% | 75.3%+21.1pp | 76.9%+19.5pp | 70.2%+26.2pp |
| Annual return | 1.49% | 31.27%-29.8pp | 28.19%-26.7pp | 29.38%-27.9pp |
| Employer contribution / active EE | $368 | $1,822-79.8% | $2,521-85.4% | $2,177-83.1% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,048-100.0% | $3,514-100.0% |
| Admin fee / account holder | $197 | $520-62.1% | $7,491-97.4% | $847-76.8% |