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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,453 |
EDWARD JONES2+ years Service code 49 · EIN 43-0345811 | Other Services | $7,238 |
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 | $18,330 | $80,177-77.1% | $123,894-85.2% | $57,658-68.2% |
| Participation rate | 98.3% | 74.4%+23.9pp | 81.4%+16.9pp | 70.2%+28.1pp |
| Annual return | 21.02% | 17.90%+3.1pp | 47.52%-26.5pp | 5.13%+15.9pp |
| Employer contribution / active EE | $801 | $2,913-72.5% | $4,617-82.7% | $1,974-59.4% |
| Participant deferral / active EE | $5,675 | $5,130+10.6% | $5,984-5.2% | $3,061+85.4% |
| Admin fee / account holder | $41 | $106-61.7% | $8,357-99.5% | $95-56.9% |