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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 47-1411118 4340 REDWOOD HWY #B-60 · SAN RAFAEL, CA 949032121 | Advisory (Participants) | $94,157 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,924 |
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 | $128,623 | $104,497+23.1% | $159,487-19.4% | $79,389+62.0% |
| Participation rate | 97.7% | 76.6%+21.1pp | 82.8%+14.9pp | 70.7%+27.0pp |
| Annual return | 37.28% | 67.98%-30.7pp | 263.71%-226.4pp | 116.89%-79.6pp |
| Employer contribution / active EE | $2,361 | $3,418-30.9% | $4,831-51.1% | $2,428-2.7% |
| Participant deferral / active EE | $7,931 | $6,468+22.6% | $7,354+7.8% | $4,046+96.0% |
| Admin fee / account holder | $113 | $711-84.1% | $10,804-99.0% | $626-81.9% |