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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,962 |
WARREN AVERETT, LLC3+ years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $19,866 |
CAPFINANCIAL PARTNERS LLC3+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $15,244 |
CAPFINANCIAL PARTNERS LLC3+ years Filed as: CAPFINANCIAL SECURITIES LLC Service code 49 · EIN 46-4350797 | Other Services | $6,980 |
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 | $38,672 | $71,666-46.0% | $117,861-67.2% | $69,631-44.5% |
| Participation rate | 94.1% | 77.5%+16.6pp | 79.7%+14.5pp | 70.7%+23.4pp |
| Annual return | 15.42% | 18.86%-3.4pp | 335.11%-319.7pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $1,269 | $1,889-32.8% | $3,786-66.5% | $2,032-37.5% |
| Participant deferral / active EE | $3,985 | $3,340+19.3% | $4,482-11.1% | $3,224+23.6% |
| Admin fee / account holder | $138 | $120+14.8% | $8,021-98.3% | $110+25.1% |