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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,951 |
Service code 49 · EIN 51-0120742 | Other Services | $5,828 |
Annual investment return 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 | $8,319 | $48,576-82.9% | $169,452-95.1% | $56,287-85.2% |
| Participation rate | 82.8% | 65.8%+17.0pp | 77.8%+5.0pp | 69.9%+13.0pp |
| Annual return | -10.28% | -2.51%-7.8pp | 1.83%-12.1pp | -9.96%-0.3pp |
| Employer contribution / active EE | $392 | $1,559-74.9% | $4,157-90.6% | $2,111-81.4% |
| Participant deferral / active EE | $2,095 | $3,275-36.0% | $5,277-60.3% | $3,350-37.5% |
| Admin fee / account holder | $101 | $435-76.8% | $9,110-98.9% | $521-80.6% |