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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,444 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $54,190 |
CHARLES SCHWAB & CO., INC.4 years Filed as: REA & ASSOCIATES INC Service code 10 · EIN 34-1310124 | Accounting | $11,450 |
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 | $91,465 | $66,601+37.3% | $92,909-1.6% | $67,579+35.3% |
| Participation rate | 99.3% | 72.5%+26.8pp | 76.0%+23.3pp | 71.3%+28.0pp |
| Annual return | 23.04% | 92.58%-69.5pp | 109.44%-86.4pp | 378.56%-355.5pp |
| Employer contribution / active EE | $2,426 | $2,775-12.6% | $3,653-33.6% | $2,148+12.9% |
| Participant deferral / active EE | $5,326 | $3,157+68.7% | $4,238+25.7% | $3,539+50.5% |
| Admin fee / account holder | $240 | $199+20.7% | $5,795-95.9% | $142+68.7% |