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| Provider | Service type | Compensation |
|---|---|---|
FEDERATED3 years Filed as: FEDERATED SECURITIES INC. Service code 49 · EIN 22-1901152 | Other Services | $24,589 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,555 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $74,079 | $37,196+99.2% | $154,108-51.9% | $55,725+32.9% |
| Participation rate | 54.1% | 64.1%-9.9pp | 83.0%-28.9pp | 70.9%-16.7pp |
| Annual return | -6.36% | 1319.68%-1326.0pp | 735.21%-741.6pp | 244.93%-251.3pp |
| Employer contribution / active EE | $373 | $1,614-76.9% | $5,298-93.0% | $2,078-82.1% |
| Participant deferral / active EE | $3,103 | $2,068+50.0% | $5,081-38.9% | $3,356-7.5% |
| Admin fee / account holder | $36 | $102-64.9% | $13,411-99.7% | $115-69.0% |