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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,596 |
Filed as: NYLIFE SECURITIES LLC Service code 49 · EIN 27-0145686 | Other Services | $7,908 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $78,182 | $54,757+42.8% | $90,304-13.4% | $72,975+7.1% |
| Participation rate | 97.3% | 65.2%+32.1pp | 73.3%+24.0pp | 69.5%+27.8pp |
| Annual return | 15.89% | 30.63%-14.7pp | 78.13%-62.2pp | 81.01%-65.1pp |
| Employer contribution / active EE | $3,250 | $2,093+55.3% | $2,855+13.8% | $2,440+33.2% |
| Participant deferral / active EE | $3,044 | $2,887+5.4% | $3,885-21.6% | $3,608-15.6% |
| Admin fee / account holder | $76 | $3,973-98.1% | $5,354-98.6% | $5,124-98.5% |