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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,545 |
FIRST ALLIED SECURITIES INC2+ years Service code 49 · EIN 11-3152836 | Other Services | $17,430 |
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 | $51,933 | $36,916+40.7% | $156,551-66.8% | $57,658-9.9% |
| Participation rate | 47.0% | 63.4%-16.5pp | 84.0%-37.0pp | 70.2%-23.2pp |
| Annual return | 8.16% | 12.38%-4.2pp | 32.23%-24.1pp | 5.13%+3.0pp |
| Employer contribution / active EE | $702 | $1,571-55.3% | $5,501-87.2% | $1,974-64.4% |
| Participant deferral / active EE | $1,528 | $1,926-20.7% | $4,871-68.6% | $3,061-50.1% |
| Admin fee / account holder | $98 | $82+19.2% | $13,028-99.2% | $95+4.0% |