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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,694 |
Filed as: TRONCONI SEGARRA & ASSOCIATES, LLP Service code 10 · EIN 04-3728817 | Accounting | $9,600 |
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 | $47,144 | $88,515-46.7% | $162,177-70.9% | $67,579-30.2% |
| Participation rate | 99.5% | 86.8%+12.7pp | 87.6%+12.0pp | 71.3%+28.3pp |
| Annual return | 0.48% | 27.04%-26.6pp | 115.60%-115.1pp | 378.56%-378.1pp |
| Employer contribution / active EE | $4,707 | $3,563+32.1% | $5,613-16.1% | $2,148+119.2% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,297-100.0% | $3,539-100.0% |
| Admin fee / account holder | $132 | $124+6.5% | $10,843-98.8% | $142-7.5% |