Filed April 25, 2025
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,346 |
DMC INSURANCE AGENCY2+ years Filed as: DMC INSURANCE AGENCY INC. Service code 49 | Other Services | $2,104 |
DMC INSURANCE AGENCY3+ 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,033 | $55,453-87.3% | $170,442-95.9% | $62,292-88.7% |
| Participation rate | 98.3% | 66.4%+32.0pp | 83.6%+14.7pp | 69.5%+28.8pp |
| Annual return | 9.89% | 21.38%-11.5pp | 205.93%-196.0pp | 28.90%-19.0pp |
| Employer contribution / active EE | $1,305 | $2,164-39.7% | $5,433-76.0% | $2,042-36.1% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $68 | $455-85.1% | $13,880-99.5% | $479-85.9% |