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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,070 |
CORPORATE SYNERGIES GROUP LLC8+ years Service code 49 · EIN 20-1622581 | Other Services | $1,197 |
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 | $91,098 | $86,692+5.1% | $119,634-23.9% | $66,949+36.1% |
| Participation rate | 75.9% | 75.6%+0.3pp | 79.3%-3.4pp | 69.8%+6.0pp |
| Annual return | -15.16% | -8.00%-7.2pp | -14.98%-0.2pp | 1.57%-16.7pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $2,725 | $4,360-37.5% | $5,601-51.4% | $4,239-35.7% |
| Admin fee / account holder | $57 | $755-92.4% | $10,329-99.4% | $594-90.3% |