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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,191 |
CUTTER & COMPANY, INC2 years 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 | $68,175 | $59,191+15.2% | $76,767-11.2% | $56,289+21.1% |
| Participation rate | 96.0% | 75.2%+20.8pp | 77.0%+19.0pp | 69.9%+26.1pp |
| Annual return | -4.93% | 6.62%-11.6pp | 2.43%-7.4pp | -9.96%+5.0pp |
| Employer contribution / active EE | $2,026 | $1,759+15.2% | $2,485-18.5% | $2,111-4.0% |
| Participant deferral / active EE | $2,635 | $3,255-19.0% | $3,852-31.6% | $3,350-21.3% |
| Admin fee / account holder | $56 | $489-88.5% | $6,675-99.2% | $521-89.2% |