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| Provider | Service type | Compensation |
|---|---|---|
S B H U LIFE AGENCY INC1+ years Service code 49 · EIN 13-2896238 | Other Services | $7,192 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,935 |
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 | $106,255 | $52,911+100.8% | $73,309+44.9% | $59,633+78.2% |
| Participation rate | 87.8% | 68.2%+19.6pp | 74.9%+12.9pp | 68.7%+19.1pp |
| Annual return | -1.39% | 12.20%-13.6pp | 5.67%-7.1pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $2,250 | $1,909+17.9% | $3,237-30.5% | $2,203+2.1% |
| Participant deferral / active EE | $7,981 | $4,069+96.1% | $4,991+59.9% | $3,192+150.1% |
| Admin fee / account holder | $20 | $3,835-99.5% | $5,635-99.6% | $4,297-99.5% |