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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,459 |
TOROSO INVESTMENTS1+ years Filed as: TOROSO INVESTMENT LLC Service code 27 · EIN 45-4779500 | Advisory (Plan) | $6,683 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,066 | $46,360-63.2% | $147,617-88.4% | $52,331-67.4% |
| Participation rate | 66.3% | 64.9%+1.3pp | 84.6%-18.3pp | 68.1%-1.8pp |
| Annual return | 0.62% | 1.62%-1.0pp | 61.98%-61.4pp | 4.54%-3.9pp |
| Employer contribution / active EE | $482 | $2,126-77.3% | $5,564-91.3% | $1,882-74.4% |
| Participant deferral / active EE | $880 | $2,258-61.0% | $4,895-82.0% | $3,022-70.9% |
| Admin fee / account holder | $113 | $766-85.3% | $11,612-99.0% | $592-80.9% |