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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $51,651 |
ARGENT TRUST COMPANY1+ years Service code 21 · EIN 62-1437218 | Bank Trustee | $41,889 |
SHAREHOLDER STRATEGIES, INC.1+ years Service code 34 · EIN 54-1703011 | Valuation (appraisals, etc.); Direct ... | $29,856 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 28 · EIN 94-1737782 | Investment Management | $21,667 |
Filed as: HARDING SHYMANSKI & CO Service code 10 · EIN 35-1346211 | Accounting | $15,586 |
Service code 49 · EIN 52-2215744 | Other Services | $15,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,273 | $107,415-79.3% | $135,974-83.6% | $80,157-72.2% |
| Participation rate | 98.1% | 78.0%+20.0pp | 81.9%+16.1pp | 72.9%+25.1pp |
| Annual return | -17.18% | 91.99%-109.2pp | 68.30%-85.5pp | 40.39%-57.6pp |
| Employer contribution / active EE | $2,594 | $3,878-33.1% | $4,859-46.6% | $2,977-12.9% |
| Participant deferral / active EE | $0 | $8,189-100.0% | $7,760-100.0% | $5,015-100.0% |
| Admin fee / account holder | $70 | $127-44.8% | $10,767-99.3% | $145-51.6% |