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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,528 |
CES INS AGENCY INC2+ years Service code 49 · EIN 04-2865307 | Other Services | $3,771 |
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 | $34,135 | $63,905-46.6% | $74,185-54.0% | $57,658-40.8% |
| Participation rate | 89.5% | 79.8%+9.7pp | 76.6%+12.9pp | 70.2%+19.3pp |
| Annual return | 12.97% | 60.60%-47.6pp | 17.74%-4.8pp | 5.13%+7.8pp |
| Employer contribution / active EE | $1,580 | $1,840-14.1% | $2,370-33.3% | $1,974-19.9% |
| Participant deferral / active EE | $1,934 | $3,448-43.9% | $3,550-45.5% | $3,061-36.8% |
| Admin fee / account holder | $29 | $91-68.1% | $5,586-99.5% | $95-69.3% |