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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE IUSURANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $33,367 |
Service code 27 · EIN 46-5576228 | Advisory (Plan) | $28,261 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $5,760 |
Filed as: POLYCOMP ADMINISTRATIVE SERVICES IN Service code 13 | Contract Administrator | $3,786 |
Filed as: POLYCOMP ADMINISTRATIVES SERVICES, Service code 13 · EIN 95-1889854 | Contract Administrator | $3,393 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,075 | $47,977-20.6% | $154,108-75.3% | $56,289-32.4% |
| Participation rate | 98.5% | 66.2%+32.3pp | 83.0%+15.5pp | 69.9%+28.7pp |
| Annual return | -7.27% | 3.54%-10.8pp | 735.21%-742.5pp | -9.96%+2.7pp |
| Employer contribution / active EE | $3,237 | $2,169+49.3% | $5,298-38.9% | $2,111+53.3% |
| Participant deferral / active EE | $6,129 | $2,392+156.2% | $5,081+20.6% | $3,350+83.0% |
| Admin fee / account holder | $299 | $438-31.7% | $13,411-97.8% | $521-42.6% |