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| Provider | Service type | Compensation |
|---|---|---|
TRUENORTH, INC.1 year Filed as: TRUENORTH Service code 49 · EIN 48-1233289 | Other Services | $13,954 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,702 |
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 | $84,769 | $41,377+104.9% | $109,313-22.5% | $62,881+34.8% |
| Participation rate | 93.0% | 57.5%+35.4pp | 71.3%+21.7pp | 69.3%+23.7pp |
| Annual return | 6.85% | 11.05%-4.2pp | 22.07%-15.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $5,243 | $1,276+310.9% | $3,892+34.7% | $2,281+129.9% |
| Participant deferral / active EE | $7,471 | $2,045+265.3% | $3,166+136.0% | $3,203+133.3% |
| Admin fee / account holder | $58 | $2,884-98.0% | $5,666-99.0% | $4,296-98.6% |