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| Provider | Service type | Compensation |
|---|---|---|
FEDERATED4 years Filed as: FEDERATED SECURITIES INC. Service code 49 · EIN 22-1901152 | Other Services | $28,334 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,699 |
EISNERAMPER LLP1 year Service code 49 · EIN 13-1639826 | Other Services | $5,779 |
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 | $75,751 | $62,928+20.4% | $172,753-56.2% | $67,582+12.1% |
| Participation rate | 70.8% | 64.5%+6.3pp | 82.6%-11.9pp | 71.3%-0.5pp |
| Annual return | 21.94% | 30.36%-8.4pp | 803.00%-781.1pp | 378.57%-356.6pp |
| Employer contribution / active EE | $432 | $1,636-73.6% | $5,144-91.6% | $2,148-79.9% |
| Participant deferral / active EE | $3,588 | $2,145+67.3% | $5,198-31.0% | $3,539+1.4% |
| Admin fee / account holder | $36 | $167-78.6% | $13,956-99.7% | $142-74.9% |