Filed August 24, 2020
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,399 |
APPALACHIAN HARDWOOD1 year Filed as: APPALACHIAN REGIONAL Service code 10 · EIN 41-0746749 | Accounting | $6,404 |
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 | $59,285 | $67,512-12.2% | $185,851-68.1% | $93,010-36.3% |
| Participation rate | 98.1% | 67.1%+31.0pp | 81.7%+16.4pp | 73.9%+24.2pp |
| Annual return | 21.80% | 21.04%+0.8pp | 122.11%-100.3pp | 158.70%-136.9pp |
| Employer contribution / active EE | $1,848 | $1,783+3.7% | $5,168-64.2% | $2,705-31.7% |
| Participant deferral / active EE | $4,633 | $3,035+52.6% | $5,569-16.8% | $4,561+1.6% |
| Admin fee / account holder | $28 | $318-91.2% | $16,245-99.8% | $152-81.7% |