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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 74-2794194 | Advisory (Plan) | $17,949 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,469 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,966 | $63,924-3.1% | $108,582-42.9% | $55,167+12.3% |
| Participation rate | 89.6% | 74.3%+15.3pp | 79.6%+10.0pp | 69.0%+20.6pp |
| Annual return | 5.68% | 15.31%-9.6pp | -51.70%+57.4pp | 169.23%-163.6pp |
| Employer contribution / active EE | $2,886 | $1,879+53.6% | $3,758-23.2% | $1,963+47.1% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $25 | $618-96.0% | $7,645-99.7% | $504-95.1% |