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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,764 |
THE LEADERS GROUP INC1 year Service code 49 · EIN 84-1275292 | Other Services | $6,752 |
Participant 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 | $29,400 | $55,453-47.0% | $170,435-82.8% | $62,293-52.8% |
| Participation rate | 82.3% | 66.4%+15.9pp | 83.6%-1.3pp | 69.5%+12.7pp |
| Annual return | 14.91% | 21.38%-6.5pp | 205.94%-191.0pp | 28.90%-14.0pp |
| Employer contribution / active EE | $2,135 | $2,164-1.3% | $5,432-60.7% | $2,042+4.5% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $48 | $455-89.5% | $13,881-99.7% | $479-90.0% |