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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,274 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $50,000 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $11,109 |
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 | $94,304 | $88,730+6.3% | $82,312+14.6% | $77,958+21.0% |
| Participation rate | 97.4% | 84.5%+12.9pp | 76.9%+20.5pp | 71.6%+25.8pp |
| Annual return | 16.91% | 20.88%-4.0pp | 25.88%-9.0pp | 20.87%-4.0pp |
| Employer contribution / active EE | $1,855 | $2,758-32.7% | $2,428-23.6% | $2,310-19.7% |
| Participant deferral / active EE | $4,266 | $4,634-8.0% | $3,706+15.1% | $3,537+20.6% |
| Admin fee / account holder | $27 | $74-63.7% | $5,608-99.5% | $97-72.4% |