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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $92,316 |
SILVERSTONE ASSET MANAGEMENT INC11+ years Service code 27 · EIN 20-1113894 | Advisory (Plan) | $40,000 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $38,773 |
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 | $105,236 | $116,081-9.3% | $156,181-32.6% | $79,634+32.1% |
| Participation rate | 87.9% | 75.6%+12.4pp | 78.8%+9.1pp | 62.5%+25.5pp |
| Annual return | 15.83% | 15.89%-0.1pp | 64.87%-49.0pp | 36.46%-20.6pp |
| Employer contribution / active EE | $1,372 | $2,828-51.5% | $4,294-68.1% | $2,529-45.8% |
| Participant deferral / active EE | $4,116 | $4,584-10.2% | $6,132-32.9% | $3,835+7.3% |
| Admin fee / account holder | $283 | $854-66.8% | $14,586-98.1% | $1,002-71.7% |