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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,244 |
SAGEPOINT FINANCIAL INC3+ years Service code 49 · EIN 20-1741754 | Other Services | $4,225 |
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 | $36,363 | $75,284-51.7% | $91,004-60.0% | $69,631-47.8% |
| Participation rate | 99.5% | 80.4%+19.2pp | 75.6%+23.9pp | 70.7%+28.9pp |
| Annual return | 23.69% | 48.40%-24.7pp | 4.60%+19.1pp | 27571.02%-27547.3pp |
| Employer contribution / active EE | $1,768 | $2,473-28.5% | $2,456-28.0% | $2,032-13.0% |
| Participant deferral / active EE | $5,333 | $3,700+44.1% | $3,548+50.3% | $3,224+65.4% |
| Admin fee / account holder | $48 | $111-56.3% | $5,417-99.1% | $110-56.3% |