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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,599 |
GRADIENT SECURITIES LLC2+ years Service code 49 · EIN 26-4463739 | Other Services | $5,166 |
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 | $32,324 | $46,732-30.8% | $156,551-79.4% | $55,167-41.4% |
| Participation rate | 51.9% | 65.8%-13.9pp | 84.0%-32.1pp | 69.0%-17.1pp |
| Annual return | 7.00% | 17.72%-10.7pp | 32.23%-25.2pp | 169.23%-162.2pp |
| Employer contribution / active EE | $492 | $2,105-76.6% | $5,501-91.1% | $1,963-74.9% |
| Participant deferral / active EE | $800 | $2,204-63.7% | $4,871-83.6% | $3,054-73.8% |
| Admin fee / account holder | $147 | $418-64.9% | $13,028-98.9% | $504-70.9% |