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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,010 |
FEDERATED2+ years Filed as: FEDERATED SECURITIES INC Service code 49 · EIN 22-1901152 | Other Services | $6,384 |
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 | $45,587 | $50,898-10.4% | $171,082-73.4% | $55,167-17.4% |
| Participation rate | 91.3% | 63.3%+28.1pp | 76.7%+14.7pp | 69.0%+22.4pp |
| Annual return | 7.17% | 15.34%-8.2pp | 32.56%-25.4pp | 169.23%-162.1pp |
| Employer contribution / active EE | $1,187 | $1,433-17.1% | $4,002-70.3% | $1,963-39.5% |
| Participant deferral / active EE | $3,850 | $2,994+28.6% | $4,797-19.8% | $3,054+26.1% |
| Admin fee / account holder | $39 | $500-92.3% | $8,520-99.5% | $504-92.4% |