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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,615 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $8,368 |
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.
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 | $6,866 | $76,552-91.0% | $123,892-94.5% | $62,891-89.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -96.41% | 18.68%-115.1pp | 47.52%-143.9pp | 20.14%-116.5pp |
| Employer contribution / active EE | $1,070 | $2,883-62.9% | $4,617-76.8% | $2,281-53.1% |
| Participant deferral / active EE | $9,131 | $4,840+88.7% | $5,984+52.6% | $3,203+185.1% |
| Admin fee / account holder | $111 | $4,826-97.7% | $8,357-98.7% | $4,296-97.4% |