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| Provider | Service type | Compensation |
|---|---|---|
THE O.N. EQUITY SALES COMPANY10+ years Filed as: O N EQUITY SALES COMPANY Service code 49 · EIN 31-0742113 | Other Services | $46,990 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,756 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,287 | $55,415+23.2% | $155,509-56.1% | $74,495-8.3% |
| Participation rate | 75.3% | 61.9%+13.4pp | 78.2%-2.9pp | 67.2%+8.1pp |
| Annual return | 8.68% | 268.50%-259.8pp | 64.67%-56.0pp | 1364.94%-1356.3pp |
| Employer contribution / active EE | $1,484 | $2,267-34.5% | $4,672-68.2% | $2,623-43.4% |
| Participant deferral / active EE | $2,919 | $2,836+2.9% | $5,626-48.1% | $4,346-32.8% |
| Admin fee / account holder | $22 | $1,738-98.7% | $15,912-99.9% | $1,942-98.8% |