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| Provider | Service type | Compensation |
|---|---|---|
THE LEADERS GROUP INC2 years Service code 49 · EIN 84-1275292 | Other Services | $7,570 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,379 |
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 | $27,223 | $47,977-43.3% | $154,111-82.3% | $56,287-51.6% |
| Participation rate | 86.2% | 66.2%+20.0pp | 83.0%+3.1pp | 69.9%+16.3pp |
| Annual return | -4.71% | 3.54%-8.2pp | 735.18%-739.9pp | -9.96%+5.3pp |
| Employer contribution / active EE | $2,454 | $2,169+13.1% | $5,298-53.7% | $2,111+16.2% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $33 | $438-92.6% | $13,411-99.8% | $521-93.8% |