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| Provider | Service type | Compensation |
|---|---|---|
FEDERATED5 years Filed as: FEDERATED SECURITIES INC. Service code 49 · EIN 22-1901152 | Other Services | $33,784 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,073 |
EISNERAMPER LLP2 years Service code 49 · EIN 13-1639826 | Other Services | $6,787 |
Employer contribution per participant 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 | $74,890 | $52,293+43.2% | $178,503-58.0% | $73,412+2.0% |
| Participation rate | 83.0% | 65.3%+17.7pp | 81.9%+1.1pp | 72.2%+10.8pp |
| Annual return | 14.59% | 34.75%-20.2pp | 151.12%-136.5pp | 59.30%-44.7pp |
| Employer contribution / active EE | $270 | $1,736-84.4% | $5,011-94.6% | $2,234-87.9% |
| Participant deferral / active EE | $3,533 | $2,333+51.4% | $5,202-32.1% | $3,806-7.2% |
| Admin fee / account holder | $30 | $127-76.3% | $13,987-99.8% | $158-80.9% |