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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $29,538 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,335 |
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 | $118,206 | $67,602+74.9% | $82,312+43.6% | $70,126+68.6% |
| Participation rate | 97.8% | 72.8%+25.0pp | 76.9%+20.9pp | 69.5%+28.3pp |
| Annual return | 14.67% | 21.57%-6.9pp | 25.88%-11.2pp | 73.15%-58.5pp |
| Employer contribution / active EE | $3,693 | $1,755+110.4% | $2,428+52.1% | $2,343+57.7% |
| Participant deferral / active EE | $6,864 | $2,987+129.8% | $3,706+85.2% | $3,332+106.0% |
| Admin fee / account holder | $20 | $4,512-99.6% | $5,608-99.6% | $4,645-99.6% |