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| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL BENEFITS CORP2+ years Service code 49 · EIN 20-1054428 | Other Services | $25,000 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,051 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,836 | $100,272+39.5% | $170,057-17.8% | $74,473+87.8% |
| Participation rate | 99.3% | 87.4%+11.9pp | 87.0%+12.3pp | 70.7%+28.5pp |
| Annual return | 23.75% | 66.12%-42.4pp | 53.42%-29.7pp | 34.36%-10.6pp |
| Employer contribution / active EE | $3,528 | $4,266-17.3% | $6,790-48.1% | $2,638+33.7% |
| Participant deferral / active EE | $8,087 | $7,147+13.2% | $10,411-22.3% | $4,530+78.5% |
| Admin fee / account holder | $17 | $235-92.7% | $12,826-99.9% | $347-95.1% |