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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,062 |
FIRST ALLIED SECURITIES INC1+ years Service code 49 · EIN 11-3152836 | Other Services | $16,579 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,610 | $37,117+28.3% | $147,617-67.7% | $55,191-13.7% |
| Participation rate | 48.9% | 63.6%-14.7pp | 84.6%-35.7pp | 69.2%-20.2pp |
| Annual return | 0.27% | 3.44%-3.2pp | 61.98%-61.7pp | 10.78%-10.5pp |
| Employer contribution / active EE | $735 | $1,620-54.7% | $5,564-86.8% | $1,899-61.3% |
| Participant deferral / active EE | $1,479 | $1,985-25.5% | $4,895-69.8% | $3,046-51.4% |
| Admin fee / account holder | $115 | $86+33.9% | $11,612-99.0% | $91+26.2% |