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| Provider | Service type | Compensation |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC1+ years Service code 49 · EIN 93-0987232 | Other Services | $11,844 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,206 |
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 | $28,450 | $46,360-38.6% | $147,617-80.7% | $52,331-45.6% |
| Participation rate | 93.1% | 64.9%+28.2pp | 84.6%+8.5pp | 68.1%+25.0pp |
| Annual return | -1.32% | 1.62%-2.9pp | 61.98%-63.3pp | 4.54%-5.9pp |
| Employer contribution / active EE | $699 | $2,126-67.1% | $5,564-87.4% | $1,882-62.9% |
| Participant deferral / active EE | $2,463 | $2,258+9.1% | $4,895-49.7% | $3,022-18.5% |
| Admin fee / account holder | $16 | $766-97.9% | $11,612-99.9% | $592-97.3% |