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| Provider | Service type | Compensation |
|---|---|---|
401(K) ADVISORS INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $62,417 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,949 |
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 | $96,466 | $56,918+69.5% | $182,540-47.2% | $65,185+48.0% |
| Participation rate | 98.3% | 66.5%+31.8pp | 78.0%+20.3pp | 70.2%+28.1pp |
| Annual return | 25.27% | 27.67%-2.4pp | 148.58%-123.3pp | 29.38%-4.1pp |
| Employer contribution / active EE | $3,190 | $1,615+97.6% | $4,076-21.7% | $2,177+46.6% |
| Participant deferral / active EE | $9,888 | $3,526+180.4% | $5,525+79.0% | $3,514+181.4% |
| Admin fee / account holder | $16 | $531-97.0% | $8,593-99.8% | $847-98.1% |