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| Provider | Service type | Compensation |
|---|---|---|
FEDERATED1 year Filed as: FEDERATED SECURITIES INC. Service code 49 · EIN 22-1901152 | Other Services | $13,334 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,787 |
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 | $67,360 | $36,916+82.5% | $156,551-57.0% | $57,658+16.8% |
| Participation rate | 56.7% | 63.4%-6.8pp | 84.0%-27.4pp | 70.2%-13.6pp |
| Annual return | 24.44% | 12.38%+12.1pp | 32.23%-7.8pp | 5.13%+19.3pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,672 | $1,926+38.8% | $4,871-45.1% | $3,061-12.7% |
| Admin fee / account holder | $30 | $82-63.4% | $13,028-99.8% | $95-68.0% |