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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,963 |
CAMMACK LARHETTE ADVISORS2+ years Filed as: CAMMACK LARHETTE ADVISORS, LLC Service code 27 · EIN 20-4668732 | Advisory (Plan) | $38,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $75,415 | $44,989+67.6% | $170,435-55.8% | $77,958-3.3% |
| Participation rate | 48.4% | 64.6%-16.2pp | 83.6%-35.2pp | 71.6%-23.3pp |
| Annual return | 18.56% | 19.61%-1.1pp | 205.94%-187.4pp | 20.87%-2.3pp |
| Employer contribution / active EE | $1,222 | $1,466-16.6% | $5,432-77.5% | $2,310-47.1% |
| Participant deferral / active EE | $2,982 | $2,208+35.1% | $4,939-39.6% | $3,537-15.7% |
| Admin fee / account holder | $162 | $69+134.7% | $13,881-98.8% | $97+66.2% |