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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,943 |
Filed as: NYLIFE SECURITIES LLC Service code 49 · EIN 27-0145686 | Other Services | $9,204 |
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 | $86,832 | $60,128+44.4% | $90,440-4.0% | $79,852+8.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.75% | 71.95%-60.2pp | 1294.38%-1282.6pp | 31.72%-20.0pp |
| Employer contribution / active EE | $1,900 | $2,068-8.2% | $3,263-41.8% | $2,471-23.1% |
| Participant deferral / active EE | $3,958 | $2,939+34.7% | $3,964-0.1% | $3,740+5.8% |
| Admin fee / account holder | $92 | $3,977-97.7% | $5,615-98.4% | $5,306-98.3% |