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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,501 |
Filed as: TRONCONI SEGARRA & ASSOCIATES, LLP Service code 10 · EIN 04-3728817 | Accounting | $10,100 |
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 | $69,295 | $78,275-11.5% | $109,163-36.5% | $86,813-20.2% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 27.48% | 19.14%+8.3pp | 25.75%+1.7pp | 97.93%-70.4pp |
| Employer contribution / active EE | $3,015 | $3,105-2.9% | $3,723-19.0% | $2,406+25.3% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,131-100.0% |
| Admin fee / account holder | $140 | $198-29.7% | $6,754-97.9% | $170-17.7% |