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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,968 |
CUTTER & COMPANY, INC2 years Service code 27 · EIN 43-1477566 | Advisory (Plan) | $5,314 |
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,411 | $71,873+3.5% | $86,698-14.2% | $68,490+8.6% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.85% | 3.54%-18.4pp | 35.96%-50.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $2,377 | $2,173+9.4% | $2,837-16.2% | $2,597-8.5% |
| Participant deferral / active EE | $2,739 | $3,779-27.5% | $4,656-41.2% | $4,028-32.0% |
| Admin fee / account holder | $82 | $6,110-98.7% | $7,492-98.9% | $5,403-98.5% |