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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,122 |
Filed as: RAYMOND JAMES INSURANCE COMPANY Service code 49 | Other Services | $6,156 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,663 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,126 | $47,977-81.0% | $154,108-94.1% | $56,289-83.8% |
| Participation rate | 94.1% | 66.2%+27.9pp | 83.0%+11.0pp | 69.9%+24.2pp |
| Annual return | -5.08% | 3.54%-8.6pp | 735.21%-740.3pp | -9.96%+4.9pp |
| Employer contribution / active EE | $1,328 | $2,169-38.8% | $5,298-74.9% | $2,111-37.1% |
| Participant deferral / active EE | $487 | $2,392-79.7% | $5,081-90.4% | $3,350-85.5% |
| Admin fee / account holder | $86 | $438-80.4% | $13,411-99.4% | $521-83.5% |