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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,003 |
STRATEGIES WEALTH ADVISORS2+ years Service code 27 · EIN 46-1428191 | Advisory (Plan) | $16,427 |
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 | $44,476 | $79,209-43.8% | $102,434-56.6% | $74,459-40.3% |
| Participation rate | 90.1% | 74.8%+15.3pp | 76.5%+13.6pp | 67.2%+22.9pp |
| Annual return | 11.03% | 54.98%-44.0pp | 29.46%-18.4pp | 1369.70%-1358.7pp |
| Employer contribution / active EE | $672 | $2,362-71.6% | $3,023-77.8% | $2,626-74.4% |
| Participant deferral / active EE | $4,709 | $4,417+6.6% | $5,055-6.8% | $4,350+8.3% |
| Admin fee / account holder | $281 | $2,002-86.0% | $9,462-97.0% | $1,945-85.6% |