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| Provider | Service type | Compensation |
|---|---|---|
S B H U LIFE AGENCY INC2+ years Service code 49 · EIN 13-2896238 | Other Services | $31,401 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,882 |
Annual investment return 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 | $67,524 | $56,640+19.2% | $80,977-16.6% | $57,658+17.1% |
| Participation rate | 95.7% | 75.9%+19.9pp | 75.8%+19.9pp | 70.2%+25.5pp |
| Annual return | 5.92% | 19.97%-14.0pp | 17.11%-11.2pp | 5.13%+0.8pp |
| Employer contribution / active EE | $1,563 | $2,085-25.0% | $3,715-57.9% | $1,974-20.8% |
| Participant deferral / active EE | $4,827 | $4,944-2.4% | $5,696-15.3% | $3,061+57.7% |
| Admin fee / account holder | $43 | $87-51.1% | $5,517-99.2% | $95-54.9% |