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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,142 |
ROYAL ALLIANCE ASSOCIATES INC1+ years Service code 49 · EIN 93-0987232 | Other Services | $1,702 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $63,547 | $135,956-53.3% | $123,894-48.7% | $273,972-76.8% |
| Participation rate | 73.3% | 84.1%-10.7pp | 81.4%-8.1pp | 83.0%-9.7pp |
| Annual return | 7.40% | 56.63%-49.2pp | 47.52%-40.1pp | 41.46%-34.1pp |
| Employer contribution / active EE | $924 | $5,170-82.1% | $4,617-80.0% | $4,869-81.0% |
| Participant deferral / active EE | $5,057 | $6,343-20.3% | $5,984-15.5% | $5,287-4.4% |
| Admin fee / account holder | $41 | $9,817-99.6% | $8,357-99.5% | $10,133-99.6% |