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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $10,242 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,041 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,856 | $41,647-28.3% | $96,192-69.0% | $86,821-65.6% |
| Participation rate | 47.2% | 50.3%-3.1pp | 68.4%-21.2pp | 72.3%-25.1pp |
| Annual return | 13.18% | 27.24%-14.1pp | 192.09%-178.9pp | 97.94%-84.8pp |
| Employer contribution / active EE | $933 | $1,328-29.7% | $2,799-66.7% | $2,406-61.2% |
| Participant deferral / active EE | $2,042 | $2,412-15.4% | $4,351-53.1% | $4,132-50.6% |
| Admin fee / account holder | $27 | $169-83.8% | $5,539-99.5% | $170-83.9% |