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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,758 |
EDWARD JONES1+ years Service code 49 · EIN 43-0345811 | Other Services | $5,869 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,311 | $88,324-80.4% | $115,038-85.0% | $55,191-68.6% |
| Participation rate | 79.0% | 72.5%+6.5pp | 81.4%-2.4pp | 69.2%+9.8pp |
| Annual return | 5.47% | 6.30%-0.8pp | 26.14%-20.7pp | 10.78%-5.3pp |
| Employer contribution / active EE | $757 | $2,805-73.0% | $4,608-83.6% | $1,899-60.1% |
| Participant deferral / active EE | $4,961 | $5,042-1.6% | $6,026-17.7% | $3,046+62.8% |
| Admin fee / account holder | $68 | $105-35.4% | $8,175-99.2% | $91-25.0% |