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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $104,911 |
VALMARK ADVISERS INC8+ years Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $35,941 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,005 | $46,332-22.3% | $143,799-75.0% | $64,819-44.5% |
| Participation rate | 93.8% | 64.2%+29.6pp | 80.3%+13.5pp | 71.5%+22.3pp |
| Annual return | -13.31% | -10.05%-3.3pp | -0.04%-13.3pp | 32.84%-46.1pp |
| Employer contribution / active EE | $1,497 | $1,911-21.7% | $4,952-69.8% | $2,507-40.3% |
| Participant deferral / active EE | $3,420 | $2,647+29.2% | $5,638-39.4% | $4,311-20.7% |
| Admin fee / account holder | $136 | $154-11.7% | $14,677-99.1% | $188-27.6% |