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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $85,352 |
SHAREHOLDER STRATEGIES, INC.2+ years Service code 34 · EIN 54-1703011 | Other fees; Valuation (appraisals, et... | $61,403 |
ARGENT TRUST COMPANY1 year Filed as: ARGENT TRUST Service code 20 · EIN 62-1437218 | Trustee (discretionary); Trustee (dir... | $38,354 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB Service code 49 · EIN 94-1737782 | Other Services | $24,277 |
Filed as: HARDING SHYMANSKI & CO Service code 10 · EIN 35-1346211 | Accounting | $16,360 |
Service code 49 · EIN 52-2215744 | Other Services | $10,000 |
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 | $27,095 | $122,219-77.8% | $147,096-81.6% | $199,921-86.4% |
| Participation rate | 97.1% | 78.3%+18.8pp | 82.2%+14.9pp | 72.0%+25.1pp |
| Annual return | 28.05% | 30.59%-2.5pp | 419.75%-391.7pp | 34.28%-6.2pp |
| Employer contribution / active EE | $2,733 | $4,096-33.3% | $4,936-44.6% | $3,035-10.0% |
| Participant deferral / active EE | $0 | $8,503-100.0% | $8,071-100.0% | $5,089-100.0% |
| Admin fee / account holder | $87 | $179-51.3% | $13,005-99.3% | $269-67.6% |