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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $18,044 |
SECURITIES AMERICA INC3 years Filed as: SECURITIES AMERICA, INC Service code 49 | Other Services | $8,670 |
ADVANCED PLAN DESIGNS, LLC3 years Filed as: ADVANCED PLAN DESIGNS Service code 13 · EIN 45-1665651 620 W. REPUBLIC · SPRINGFIELD, MO 65807 | Contract Administrator | $6,825 |
ADVANCED PLAN DESIGNS, LLC3 years Service code 13 | Contract Administrator | $7 |
SECURITIES AMERICA INC4 years Service code 49 · EIN 11-2551174 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,563 | $58,895-78.7% | $178,503-93.0% | $73,497-82.9% |
| Participation rate | 70.1% | 66.2%+3.9pp | 81.9%-11.8pp | 70.7%-0.5pp |
| Annual return | 11.41% | 24.86%-13.5pp | 151.12%-139.7pp | 28.51%-17.1pp |
| Employer contribution / active EE | $1,134 | $2,236-49.3% | $5,011-77.4% | $2,270-50.1% |
| Participant deferral / active EE | $474 | $2,567-81.5% | $5,202-90.9% | $3,740-87.3% |
| Admin fee / account holder | $158 | $400-60.5% | $13,987-98.9% | $513-69.2% |