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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,902 |
CUTTER & COMPANY, INC1 year Filed as: CUTTER & COMPANY BROKERAGE INC Service code 49 · EIN 43-1477566 | Other Services | $0 |
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 | $71,264 | $83,681-14.8% | $82,312-13.4% | - |
| Participation rate | 99.0% | 75.1%+23.9pp | 76.9%+22.1pp | - |
| Annual return | 14.18% | 13.76%+0.4pp | 25.88%-11.7pp | - |
| Employer contribution / active EE | $2,002 | $1,471+36.1% | $2,428-17.6% | - |
| Participant deferral / active EE | $2,621 | $2,851-8.1% | $3,706-29.3% | - |
| Admin fee / account holder | $51 | $3,032-98.3% | $5,608-99.1% | - |