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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,150 |
BLBB ADVISORS, LLC1 year Service code 27 · EIN 20-3833772 | Advisory (Plan) | $16,485 |
THE MANDMARBLESTONE GROUP LLC5+ years Service code 13 · EIN 20-4780677 | Contract Administrator | $14,838 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $38,872 | $52,967-26.6% | $172,753-77.5% | $65,186-40.4% |
| Participation rate | 81.4% | 66.2%+15.2pp | 82.6%-1.2pp | 70.2%+11.2pp |
| Annual return | 23.33% | 30.12%-6.8pp | 803.00%-779.7pp | 29.39%-6.1pp |
| Employer contribution / active EE | $1,854 | $2,190-15.3% | $5,144-63.9% | $2,177-14.8% |
| Participant deferral / active EE | $1,855 | $2,471-24.9% | $5,198-64.3% | $3,514-47.2% |
| Admin fee / account holder | $296 | $472-37.2% | $13,956-97.9% | $847-65.0% |