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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 333 GUADALUPE ST. · AUSTIN, TX 78714 | Contract Administrator | $34,781 |
Service code 27 · EIN 51-0295792 1200 PENNSYLVANIA AVE. #202 · WILMINGTON, DE 19806 | Advisory (Plan) | $26,228 |
Filed as: AXA EQUITABLE LIFE INSURANCE COMPAN Service code 25 · EIN 13-5570651 P.O. BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $138 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,154 | $39,859+20.8% | $78,676-38.8% | $57,658-16.5% |
| Participation rate | 62.3% | 66.1%-3.8pp | 73.6%-11.2pp | 70.2%-7.9pp |
| Annual return | 7.46% | 18.96%-11.5pp | 62.19%-54.7pp | 5.13%+2.3pp |
| Employer contribution / active EE | $1,201 | $1,786-32.8% | $2,850-57.9% | $1,974-39.2% |
| Participant deferral / active EE | $2,027 | $2,248-9.9% | $3,517-42.4% | $3,061-33.8% |
| Admin fee / account holder | $181 | $76+137.7% | $4,510-96.0% | $95+91.5% |