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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,535 |
TBS AGENCY INC5 years Service code 49 · EIN 52-1473914 | Other Services | $4,240 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,177 | $65,061-73.6% | $143,757-88.1% | $66,914-74.3% |
| Participation rate | 91.7% | 65.2%+26.6pp | 80.3%+11.4pp | 69.8%+21.9pp |
| Annual return | -8.79% | -11.14%+2.3pp | -0.04%-8.8pp | 1.58%-10.4pp |
| Employer contribution / active EE | $2,096 | $2,361-11.2% | $4,951-57.7% | $2,544-17.6% |
| Participant deferral / active EE | $597 | $2,919-79.5% | $5,637-89.4% | $4,237-85.9% |
| Admin fee / account holder | $228 | $502-54.6% | $14,673-98.4% | $593-61.6% |