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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $49,175 |
Filed as: LEUMI INVESTMENT SERVICES Service code 27 | Advisory (Plan) | $21,785 |
Service code 27 · EIN 13-4132289 | Advisory (Plan) | $0 |
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 | $66,972 | $73,823-9.3% | $379,746-82.4% | $73,497-8.9% |
| Participation rate | 92.0% | 73.1%+18.9pp | 78.4%+13.6pp | 70.7%+21.3pp |
| Annual return | 13.25% | 29.06%-15.8pp | 34.90%-21.7pp | 28.51%-15.3pp |
| Employer contribution / active EE | $2,254 | $2,472-8.8% | $3,540-36.3% | $2,270-0.7% |
| Participant deferral / active EE | $2,502 | $4,038-38.0% | $6,024-58.5% | $3,740-33.1% |
| Admin fee / account holder | $263 | $607-56.7% | $7,927-96.7% | $513-48.7% |