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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,635 |
CORPORATE SYNERGIES GROUP LLC2+ years Service code 49 · EIN 20-1622581 | Other Services | $0 |
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 | $74,818 | $63,924+17.0% | $108,582-31.1% | $55,167+35.6% |
| Participation rate | 73.3% | 74.3%-1.1pp | 79.6%-6.3pp | 69.0%+4.3pp |
| Annual return | 6.87% | 15.31%-8.4pp | -51.70%+58.6pp | 169.23%-162.4pp |
| Employer contribution / active EE | $1,171 | $1,879-37.7% | $3,758-68.8% | $1,963-40.3% |
| Participant deferral / active EE | $2,706 | $3,067-11.8% | $4,311-37.2% | $3,054-11.4% |
| Admin fee / account holder | $45 | $618-92.7% | $7,645-99.4% | $504-91.1% |