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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,260 |
Service code 49 · EIN 52-2114207 | Other Services | $2,341 |
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 | $75,468 | $31,424+140.2% | $81,473-7.4% | $69,631+8.4% |
| Participation rate | 95.4% | 50.8%+44.6pp | 68.0%+27.5pp | 70.7%+24.7pp |
| Annual return | 14.81% | 22.44%-7.6pp | 38.78%-24.0pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $1,789 | $1,029+73.8% | $2,568-30.3% | $2,032-12.0% |
| Participant deferral / active EE | $5,430 | $1,838+195.4% | $3,537+53.5% | $3,224+68.5% |
| Admin fee / account holder | $28 | $103-72.3% | $4,561-99.4% | $110-74.3% |