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| Provider | Service type | Compensation |
|---|---|---|
LEUMI INVESTMENT SERVICES INC1+ years Service code 49 · EIN 13-4132289 | Other Services | $35,091 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,800 |
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 | $104,950 | $41,854+150.8% | $73,836+42.1% | $52,331+100.6% |
| Participation rate | 71.6% | 66.2%+5.4pp | 73.4%-1.8pp | 68.1%+3.5pp |
| Annual return | 0.16% | 2.11%-2.0pp | 2268.06%-2267.9pp | 4.54%-4.4pp |
| Employer contribution / active EE | $5,542 | $1,920+188.6% | $2,787+98.8% | $1,882+194.5% |
| Participant deferral / active EE | $3,322 | $2,498+33.0% | $3,583-7.3% | $3,022+9.9% |
| Admin fee / account holder | $27 | $493-94.5% | $4,882-99.4% | $592-95.4% |