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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 12 · EIN 42-0127290 | Recordkeeping fees; Other fees; Direc... | $71,104 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $37,500 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $17,680 |
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 | $75,813 | $71,957+5.4% | $67,652+12.1% | $59,188+28.1% |
| Participation rate | 95.6% | 82.7%+12.9pp | 75.7%+19.9pp | 69.4%+26.2pp |
| Annual return | 0.55% | 8.53%-8.0pp | 6625.40%-6624.8pp | 5.51%-5.0pp |
| Employer contribution / active EE | $1,629 | $2,432-33.0% | $2,266-28.1% | $2,098-22.4% |
| Participant deferral / active EE | $3,643 | $4,211-13.5% | $3,560+2.3% | $3,265+11.6% |
| Admin fee / account holder | $26 | $64-59.9% | $4,821-99.5% | $92-72.1% |