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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,000 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,243 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,869 | $66,124+60.1% | $90,404+17.1% | $73,488+44.1% |
| Participation rate | 97.2% | 69.7%+27.6pp | 72.7%+24.6pp | 70.7%+26.6pp |
| Annual return | 0.86% | 17.65%-16.8pp | 1293.02%-1292.2pp | 28.51%-27.7pp |
| Employer contribution / active EE | $2,909 | $2,346+24.0% | $3,262-10.8% | $2,270+28.1% |
| Participant deferral / active EE | $7,059 | $3,039+132.3% | $3,963+78.1% | $3,740+88.8% |
| Admin fee / account holder | $15 | $396-96.1% | $5,611-99.7% | $513-97.0% |