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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,842 |
ARVEST ASSET MANAGEMENT5 years Filed as: ARVEST WEALTH MANAGEMENT Service code 27 · EIN 71-0794602 | Advisory (Plan) | $18,438 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,244 | $83,019-52.7% | $130,014-69.8% | $71,476-45.1% |
| Participation rate | 95.5% | 74.1%+21.4pp | 78.5%+17.0pp | 67.9%+27.6pp |
| Annual return | 45.50% | 20.60%+24.9pp | -137.22%+182.7pp | 28.85%+16.7pp |
| Employer contribution / active EE | $1,786 | $2,623-31.9% | $4,320-58.7% | $2,589-31.0% |
| Participant deferral / active EE | $3,630 | $4,434-18.1% | $5,821-37.6% | $4,290-15.4% |
| Admin fee / account holder | $272 | $1,728-84.2% | $10,616-97.4% | $1,587-82.9% |