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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $237,068 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $114,951 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Filed as: GLOBAL RETIREMENT Service code 26 · EIN 47-1411118 | Advisory (Participants) | $102,388 |
WELLTH ADVISORY SERVICES LLC1+ years Service code 27 · EIN 99-2539506 | Advisory (Plan) | $76,364 |
THE ANGELL PENSION GROUP, INC.1+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $31,250 |
MOORE STEPHENS TILLER LLC1+ years Filed as: MSTILLER Service code 10 · EIN 58-0673524 | Accounting | $31,183 |
MORNINGSTAR1+ years Filed as: MORINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,509 | $53,204+152.8% | $155,556-13.5% | $200,096-32.8% |
| Participation rate | 91.5% | 64.1%+27.4pp | 78.2%+13.3pp | 72.0%+19.5pp |
| Annual return | 90.05% | 41.02%+49.0pp | 64.84%+25.2pp | 34.26%+55.8pp |
| Employer contribution / active EE | $9,908 | $1,850+435.6% | $4,675+111.9% | $3,038+226.2% |
| Participant deferral / active EE | $5,665 | $3,163+79.1% | $5,631+0.6% | $5,090+11.3% |
| Admin fee / account holder | $223 | $186+20.1% | $15,885-98.6% | $269-17.1% |