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| Provider | Service type | Compensation |
|---|---|---|
FEDERATED2 years Filed as: FEDERATED SECURITIES INC. Service code 49 · EIN 22-1901152 | Other Services | $19,556 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,894 |
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 | $83,316 | $46,173+80.4% | $170,435-51.1% | $69,631+19.7% |
| Participation rate | 37.7% | 63.9%-26.2pp | 83.6%-45.9pp | 70.7%-33.0pp |
| Annual return | 16.34% | 21.62%-5.3pp | 205.94%-189.6pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,968 | $2,080+42.7% | $4,939-39.9% | $3,224-7.9% |
| Admin fee / account holder | $36 | $116-68.6% | $13,881-99.7% | $110-67.1% |