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| Provider | Service type | Compensation |
|---|---|---|
SECURITIES AMERICA INC1+ years Service code 49 · EIN 11-2551174 | Other Services | $19,381 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,310 |
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 | $52,818 | $70,002-24.5% | $115,037-54.1% | $52,331+0.9% |
| Participation rate | 76.6% | 72.1%+4.5pp | 81.4%-4.8pp | 68.1%+8.5pp |
| Annual return | 1.86% | 4.04%-2.2pp | 26.14%-24.3pp | 4.54%-2.7pp |
| Employer contribution / active EE | $2,040 | $2,715-24.9% | $4,608-55.7% | $1,882+8.4% |
| Participant deferral / active EE | $5,821 | $4,920+18.3% | $6,026-3.4% | $3,022+92.6% |
| Admin fee / account holder | $12 | $566-97.9% | $8,175-99.9% | $592-98.0% |