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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,199 |
PENSION ASSURANCE LLP3 years Filed as: PENSION PLANNERS NORTHWEST Service code 49 · EIN 93-1160402 | Other Services | $0 |
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 | $51,345 | $59,186-13.2% | $76,768-33.1% | $56,287-8.8% |
| Participation rate | 59.5% | 75.2%-15.7pp | 77.0%-17.5pp | 69.9%-10.4pp |
| Annual return | -6.51% | 6.62%-13.1pp | 2.43%-8.9pp | -9.96%+3.4pp |
| Employer contribution / active EE | $862 | $1,759-51.0% | $2,485-65.3% | $2,111-59.1% |
| Participant deferral / active EE | $3,598 | $3,255+10.5% | $3,852-6.6% | $3,350+7.4% |
| Admin fee / account holder | $47 | $489-90.4% | $6,675-99.3% | $521-91.0% |