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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,404 |
WILLIAM BLAIR1 year Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $19,500 |
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 | $50,321 | $57,921-13.1% | $84,753-40.6% | $57,658-12.7% |
| Participation rate | 90.6% | 72.9%+17.6pp | 76.6%+14.0pp | 70.2%+20.3pp |
| Annual return | 8.51% | 10.24%-1.7pp | 22.78%-14.3pp | 5.13%+3.4pp |
| Employer contribution / active EE | $1,696 | $2,598-34.7% | $3,574-52.5% | $1,974-14.1% |
| Participant deferral / active EE | $4,751 | $2,742+73.3% | $3,712+28.0% | $3,061+55.2% |
| Admin fee / account holder | $164 | $130+26.7% | $5,333-96.9% | $95+73.8% |