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| Provider | Service type | Compensation |
|---|---|---|
S B H U LIFE AGENCY INC3+ years Service code 49 · EIN 13-2896238 | Other Services | $34,607 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,905 |
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 | $77,931 | $65,592+18.8% | $90,161-13.6% | $69,631+11.9% |
| Participation rate | 94.8% | 77.6%+17.2pp | 76.9%+17.9pp | 70.7%+24.1pp |
| Annual return | 18.46% | 57.10%-38.6pp | 34.89%-16.4pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $1,614 | $2,193-26.4% | $3,318-51.4% | $2,032-20.6% |
| Participant deferral / active EE | $5,046 | $5,257-4.0% | $5,287-4.6% | $3,224+56.5% |
| Admin fee / account holder | $46 | $86-46.7% | $5,943-99.2% | $110-58.6% |