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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,020 |
FEDERATED1+ years Filed as: FEDERATED SECURITIES INC Service code 49 · EIN 22-1901152 | Other Services | $5,684 |
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 | $39,267 | $45,283-13.3% | $155,789-74.8% | $52,331-25.0% |
| Participation rate | 93.9% | 62.2%+31.7pp | 76.1%+17.8pp | 68.1%+25.8pp |
| Annual return | 1.29% | 1.80%-0.5pp | 71.54%-70.2pp | 4.54%-3.3pp |
| Employer contribution / active EE | $1,097 | $1,329-17.4% | $3,839-71.4% | $1,882-41.7% |
| Participant deferral / active EE | $3,701 | $2,854+29.7% | $4,798-22.9% | $3,022+22.5% |
| Admin fee / account holder | $28 | $981-97.1% | $7,477-99.6% | $592-95.2% |