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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-1520346 | Contract Administrator | $47,452 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $19,677 |
Filed as: CORNERSTONE Service code 25 · EIN 20-2967059 | Directed Trustee | $5,867 |
Participant 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 | $45,948 | $100,801-54.4% | $149,745-69.3% | $73,412-37.4% |
| Participation rate | 98.1% | 77.7%+20.4pp | 82.5%+15.6pp | 72.2%+25.9pp |
| Annual return | 10.69% | 265.34%-254.6pp | 276.72%-266.0pp | 59.30%-48.6pp |
| Employer contribution / active EE | $3,837 | $3,312+15.9% | $4,646-17.4% | $2,234+71.8% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $158 | $181-12.4% | $9,312-98.3% | $158+0.3% |