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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,434 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $16,923 |
NBT BANCORP NA2 years Filed as: NBT BANK, N.A. Service code 13 · EIN 15-0395735 | Contract Administrator | $8,063 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,816 | $45,382-65.1% | $154,108-89.7% | $75,289-79.0% |
| Participation rate | 17.7% | 65.9%-48.2pp | 83.0%-65.3pp | 72.4%-54.7pp |
| Annual return | 8.29% | -0.47%+8.8pp | 735.21%-726.9pp | -0.04%+8.3pp |
| Employer contribution / active EE | $59 | $1,533-96.1% | $5,298-98.9% | $2,405-97.5% |
| Participant deferral / active EE | $536 | $2,384-77.5% | $5,081-89.5% | $3,739-85.7% |
| Admin fee / account holder | $118 | $89+31.9% | $13,411-99.1% | $102+15.2% |