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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $143,855 |
VALMARK ADVISERS INC5+ years Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $33,050 |
BERRY DUNN1 year Filed as: BERRY DUNN MCNEIL & PARKER, LLC Service code 10 · EIN 01-0523282 | Accounting | $5,000 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,796 | $62,928-22.5% | $172,752-71.8% | $67,579-27.8% |
| Participation rate | 94.2% | 64.5%+29.7pp | 82.6%+11.5pp | 71.3%+22.9pp |
| Annual return | 22.14% | 30.36%-8.2pp | 802.97%-780.8pp | 378.56%-356.4pp |
| Employer contribution / active EE | $1,385 | $1,636-15.3% | $5,144-73.1% | $2,148-35.5% |
| Participant deferral / active EE | $3,031 | $2,145+41.3% | $5,198-41.7% | $3,539-14.4% |
| Admin fee / account holder | $144 | $167-13.6% | $13,955-99.0% | $142+1.2% |