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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 | $119,272-11.8% | $161,149-34.7% | $71,012+48.2% |
| Participation rate | 87.9% | 73.6%+14.3pp | 78.8%+9.1pp | 58.6%+29.4pp |
| Annual return | 15.83% | 16.11%-0.3pp | 21.16%-5.3pp | 37.67%-21.8pp |
| Employer contribution / active EE | $1,372 | $2,894-52.6% | $4,360-68.5% | $2,348-41.6% |
| Participant deferral / active EE | $4,116 | $4,1170% | $6,153-33.1% | $3,246+26.8% |
| Admin fee / account holder | $283 | $1,020-72.2% | $15,194-98.1% | $1,167-75.7% |