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| Provider | Service type | Compensation |
|---|---|---|
IMA WEALTH INC1 year Service code 49 · EIN 48-1233289 | Other Services | $15,576 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,253 |
Annual investment return 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 | $97,796 | $46,877+108.6% | $122,354-20.1% | $70,126+39.5% |
| Participation rate | 88.9% | 58.2%+30.7pp | 71.6%+17.2pp | 69.5%+19.3pp |
| Annual return | 11.91% | 24.22%-12.3pp | 30.28%-18.4pp | 73.15%-61.2pp |
| Employer contribution / active EE | $4,595 | $1,288+256.7% | $4,051+13.4% | $2,343+96.2% |
| Participant deferral / active EE | $7,085 | $2,167+226.9% | $3,287+115.5% | $3,332+112.7% |
| Admin fee / account holder | $70 | $3,324-97.9% | $5,479-98.7% | $4,645-98.5% |