Filed December 6, 2023
Total covered: 17 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,663 |
Filed as: NYLIFE SECURITIES LLC Service code 49 · EIN 27-0145686 | Other Services | $12,092 |
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 | $27,379 | $46,360-40.9% | $147,617-81.5% | $52,331-47.7% |
| Participation rate | 89.3% | 64.9%+24.4pp | 84.6%+4.7pp | 68.1%+21.2pp |
| Annual return | -0.00% | 1.62%-1.6pp | 61.98%-62.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $660 | $2,126-69.0% | $5,564-88.1% | $1,882-64.9% |
| Participant deferral / active EE | $2,846 | $2,258+26.1% | $4,895-41.9% | $3,022-5.8% |
| Admin fee / account holder | $97 | $766-87.3% | $11,612-99.2% | $592-83.5% |