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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,646 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $48,214 |
Filed as: REA & ASSOCIATES, INC Service code 10 · EIN 34-1310124 | Accounting | $10,600 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,023 | $56,443+25.8% | $83,831-15.3% | $55,725+27.5% |
| Participation rate | 99.2% | 72.0%+27.1pp | 76.1%+23.0pp | 70.9%+28.3pp |
| Annual return | -6.87% | 393.67%-400.5pp | 850.99%-857.9pp | 244.93%-251.8pp |
| Employer contribution / active EE | $7,501 | $2,682+179.7% | $3,631+106.6% | $2,078+260.9% |
| Participant deferral / active EE | $5,772 | $2,965+94.7% | $4,082+41.4% | $3,356+72.0% |
| Admin fee / account holder | $202 | $156+29.6% | $5,479-96.3% | $115+75.8% |