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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $49,166 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,132 |
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 | $118,519 | $79,519+49.0% | $95,956+23.5% | $73,412+61.4% |
| Participation rate | 98.6% | 81.2%+17.4pp | 77.1%+21.5pp | 72.2%+26.4pp |
| Annual return | 15.40% | 19.20%-3.8pp | 91.63%-76.2pp | 59.30%-43.9pp |
| Employer contribution / active EE | $1,972 | $2,048-3.7% | $2,541-22.4% | $2,234-11.7% |
| Participant deferral / active EE | $6,312 | $4,138+52.5% | $4,167+51.5% | $3,806+65.8% |
| Admin fee / account holder | $26 | $184-85.6% | $6,797-99.6% | $158-83.2% |