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| Provider | Service type | Compensation |
|---|---|---|
THE O.N. EQUITY SALES COMPANY4+ years Filed as: O N EQUITY SALES COMPANY Service code 49 · EIN 31-0742113 | Other Services | $32,756 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,006 |
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 | $42,565 | $47,977-11.3% | $154,111-72.4% | $56,287-24.4% |
| Participation rate | 70.9% | 66.2%+4.8pp | 83.0%-12.1pp | 69.9%+1.1pp |
| Annual return | -4.26% | 3.54%-7.8pp | 735.18%-739.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $961 | $2,169-55.7% | $5,298-81.9% | $2,111-54.5% |
| Participant deferral / active EE | $2,275 | $2,392-4.9% | $5,081-55.2% | $3,350-32.1% |
| Admin fee / account holder | $20 | $438-95.5% | $13,411-99.9% | $521-96.3% |