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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $200,054 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPTRUST FINANCIAL GROUP Service code 27 · EIN 26-0058143 | Advisory (Plan) | $47,215 |
DELOITTE & TOUCHE LLP2 years Service code 10 · EIN 13-3891517 | Accounting | $17,098 |
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 | $64,441 | $45,324+42.2% | $122,354-47.3% | $69,631-7.5% |
| Participation rate | 96.7% | 59.9%+36.7pp | 71.6%+25.0pp | 70.7%+26.0pp |
| Annual return | 15.42% | 25.35%-9.9pp | 30.28%-14.9pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $3,706 | $1,230+201.4% | $4,051-8.5% | $2,032+82.4% |
| Participant deferral / active EE | $2,973 | $2,367+25.6% | $3,287-9.5% | $3,224-7.8% |
| Admin fee / account holder | $195 | $87+124.1% | $5,479-96.4% | $110+76.6% |