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| Provider | Service type | Compensation |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC FA, INC. Service code 49 · EIN 35-1151034 | Other Services | $30,495 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,988 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,648 | $62,166+164.9% | $81,286+102.6% | $74,429+121.2% |
| Participation rate | 82.4% | 64.1%+18.3pp | 69.5%+12.9pp | 67.2%+15.2pp |
| Annual return | 12.42% | 16.50%-4.1pp | 24.80%-12.4pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $1,749 | $1,881-7.0% | $2,463-29.0% | $2,625-33.4% |
| Participant deferral / active EE | $7,602 | $3,223+135.8% | $3,883+95.8% | $4,348+74.8% |
| Admin fee / account holder | $39 | $1,925-98.0% | $5,764-99.3% | $1,944-98.0% |