Filed April 25, 2025
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,574 |
DMC INSURANCE AGENCY1+ years Filed as: DMC INSURANCE AGENCY INC. Service code 49 | Other Services | $1,417 |
DMC INSURANCE AGENCY2+ years Service code 49 · EIN 91-2088079 | Other Services | $0 |
Annual investment return 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,643 | $46,732-83.6% | $156,551-95.1% | $55,167-86.1% |
| Participation rate | 92.6% | 65.8%+26.8pp | 84.0%+8.6pp | 69.0%+23.6pp |
| Annual return | -2.63% | 17.72%-20.3pp | 32.23%-34.9pp | 169.23%-171.9pp |
| Employer contribution / active EE | $1,459 | $2,105-30.7% | $5,501-73.5% | $1,963-25.6% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $75 | $418-82.0% | $13,028-99.4% | $504-85.0% |