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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $151,201 |
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL NICOLAUS & COMPANY INC Service code 49 · EIN 43-0538770 | Other Services | $50,121 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,297 | $64,612+42.8% | $86,439+6.8% | $64,814+42.4% |
| Participation rate | 99.2% | 81.5%+17.7pp | 80.3%+18.9pp | 71.5%+27.7pp |
| Annual return | -18.12% | 0.66%-18.8pp | 4395.55%-4413.7pp | 32.84%-51.0pp |
| Employer contribution / active EE | $2,042 | $2,744-25.6% | $3,769-45.8% | $2,507-18.5% |
| Participant deferral / active EE | $7,115 | $7,497-5.1% | $6,952+2.4% | $4,310+65.1% |
| Admin fee / account holder | $296 | $169+75.4% | $6,732-95.6% | $188+57.9% |