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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,585 |
Filed as: FIRST ALLIED ADVISORY SERVICES Service code 27 · EIN 20-4187012 | Advisory (Plan) | $17,296 |
FIRST ALLIED SECURITIES INC3+ years Service code 49 · EIN 11-3152836 | Other Services | $4,555 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $150 |
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 | $52,586 | $46,173+13.9% | $170,435-69.1% | $69,631-24.5% |
| Participation rate | 47.4% | 63.9%-16.5pp | 83.6%-36.2pp | 70.7%-23.2pp |
| Annual return | 14.94% | 21.62%-6.7pp | 205.94%-191.0pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $689 | $1,610-57.2% | $5,432-87.3% | $2,032-66.1% |
| Participant deferral / active EE | $1,490 | $2,080-28.4% | $4,939-69.8% | $3,224-53.8% |
| Admin fee / account holder | $98 | $116-15.2% | $13,881-99.3% | $110-10.9% |