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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,285 |
IMA WEALTH INC2 years Service code 49 · EIN 48-1233289 | Other Services | $21,119 |
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 | $93,949 | $43,730+114.8% | $121,220-22.5% | $64,173+46.4% |
| Participation rate | 87.7% | 58.3%+29.3pp | 71.8%+15.9pp | 69.6%+18.1pp |
| Annual return | -3.13% | 68.94%-72.1pp | 16.94%-20.1pp | 7.63%-10.8pp |
| Employer contribution / active EE | $4,536 | $1,297+249.8% | $4,023+12.8% | $2,381+90.5% |
| Participant deferral / active EE | $7,097 | $2,281+211.2% | $3,345+112.2% | $3,470+104.6% |
| Admin fee / account holder | $252 | $3,502-92.8% | $5,021-95.0% | $4,887-94.8% |