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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $457,988 |
SPECTRUM INVESTMENT ADVISORS7+ years Filed as: SPECTRUM INVESTMENT ADVI Service code 27 · EIN 39-1828175 | Advisory (Plan) | $151,492 |
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 | $51,686 | $120,450-57.1% | $159,495-67.6% | $93,010-44.4% |
| Participation rate | 98.7% | 78.0%+20.7pp | 82.8%+15.9pp | 73.9%+24.8pp |
| Annual return | 26.02% | 27.11%-1.1pp | 263.72%-237.7pp | 158.70%-132.7pp |
| Employer contribution / active EE | $1,792 | $3,526-49.2% | $4,831-62.9% | $2,705-33.8% |
| Participant deferral / active EE | $6,253 | $7,283-14.2% | $7,354-15.0% | $4,561+37.1% |
| Admin fee / account holder | $120 | $137-12.6% | $10,804-98.9% | $152-21.2% |