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| Provider | Service type | Compensation |
|---|---|---|
TRUENORTH, INC.1+ years Filed as: TRUENORTH INC Service code 49 · EIN 48-1233289 | Other Services | $13,522 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,958 |
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 | $69,257 | $39,162+76.8% | $100,671-31.2% | $59,633+16.1% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | 1.73% | 21.07%-19.3pp | 20.43%-18.7pp | 2041.45%-2039.7pp |
| Employer contribution / active EE | $4,659 | $1,151+304.9% | $4,012+16.1% | $2,203+111.5% |
| Participant deferral / active EE | $5,673 | $1,992+184.8% | $3,144+80.5% | $3,192+77.7% |
| Admin fee / account holder | $48 | $2,969-98.4% | $4,850-99.0% | $4,297-98.9% |