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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,504 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,081 |
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 | $24,150 | $50,637-52.3% | $86,582-72.1% | $62,293-61.2% |
| Participation rate | 89.4% | 67.9%+21.6pp | 73.5%+15.9pp | 69.5%+19.9pp |
| Annual return | 17.00% | 20.80%-3.8pp | 965.08%-948.1pp | 28.90%-11.9pp |
| Employer contribution / active EE | $1,480 | $2,075-28.7% | $2,839-47.9% | $2,042-27.5% |
| Participant deferral / active EE | $2,561 | $2,611-1.9% | $3,609-29.0% | $3,169-19.2% |
| Admin fee / account holder | $45 | $413-89.0% | $4,904-99.1% | $479-90.5% |