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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,423 |
LASALLE STREET SECURITIES LLC1+ years Filed as: LASALLE ST SECURITIES LLC Service code 49 · EIN 52-2175592 | Other Services | $7,466 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,796 | $52,953-62.6% | $172,739-88.5% | $65,185-69.6% |
| Participation rate | 78.6% | 66.2%+12.4pp | 82.6%-4.0pp | 70.2%+8.4pp |
| Annual return | 13.45% | 30.12%-16.7pp | 802.84%-789.4pp | 29.38%-15.9pp |
| Employer contribution / active EE | $413 | $2,190-81.1% | $5,143-92.0% | $2,177-81.0% |
| Participant deferral / active EE | $970 | $2,471-60.7% | $5,198-81.3% | $3,514-72.4% |
| Admin fee / account holder | $70 | $472-85.2% | $13,954-99.5% | $847-91.8% |