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| Provider | Service type | Compensation |
|---|---|---|
ROYAL ALLIANCE ASSOCIATES INC2+ years Service code 49 · EIN 93-0987232 | Other Services | $11,253 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,393 |
Employer contribution per participant 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 | $28,510 | $46,732-39.0% | $156,551-81.8% | $55,167-48.3% |
| Participation rate | 90.4% | 65.8%+24.6pp | 84.0%+6.4pp | 69.0%+21.4pp |
| Annual return | 4.90% | 17.72%-12.8pp | 32.23%-27.3pp | 169.23%-164.3pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,193 | $2,204+44.9% | $4,871-34.4% | $3,054+4.5% |
| Admin fee / account holder | $36 | $418-91.3% | $13,028-99.7% | $504-92.8% |