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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $6,138 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,489 |
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 | $24,060 | $55,453-56.6% | $170,435-85.9% | $62,293-61.4% |
| Participation rate | 70.2% | 66.4%+3.8pp | 83.6%-13.4pp | 69.5%+0.6pp |
| Annual return | 38.10% | 21.38%+16.7pp | 205.94%-167.8pp | 28.90%+9.2pp |
| Employer contribution / active EE | $361 | $2,164-83.3% | $5,432-93.4% | $2,042-82.3% |
| Participant deferral / active EE | $877 | $2,303-61.9% | $4,939-82.2% | $3,169-72.3% |
| Admin fee / account holder | $25 | $455-94.5% | $13,881-99.8% | $479-94.8% |