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| Provider | Service type | Compensation |
|---|---|---|
THE O.N. EQUITY SALES COMPANY9+ years Filed as: O N EQUITY SALES COMPANY Service code 49 · EIN 31-0742113 | Other Services | $39,960 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,530 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,323 | $61,338-1.7% | $149,717-59.7% | $71,495-15.6% |
| Participation rate | 76.2% | 62.5%+13.7pp | 78.8%-2.6pp | 67.9%+8.3pp |
| Annual return | 13.54% | 35.86%-22.3pp | 134.41%-120.9pp | 28.85%-15.3pp |
| Employer contribution / active EE | $1,449 | $2,381-39.2% | $4,820-69.9% | $2,589-44.1% |
| Participant deferral / active EE | $2,876 | $2,919-1.5% | $5,682-49.4% | $4,291-33.0% |
| Admin fee / account holder | $20 | $1,263-98.4% | $13,213-99.8% | $1,588-98.7% |