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| Provider | Service type | Compensation |
|---|---|---|
S B H U LIFE AGENCY INC10+ years Service code 49 · EIN 13-2896238 | Other Services | $1,393 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,173 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,349 | $78,562-9.2% | $105,608-32.4% | $74,429-4.1% |
| Participation rate | 86.9% | 72.8%+14.1pp | 75.3%+11.6pp | 67.2%+19.7pp |
| Annual return | 8.55% | 15.94%-7.4pp | 116.50%-108.0pp | 1368.38%-1359.8pp |
| Employer contribution / active EE | $5,607 | $2,521+122.4% | $3,167+77.1% | $2,625+113.6% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,010-100.0% | $4,348-100.0% |
| Admin fee / account holder | $7 | $2,217-99.7% | $11,028-99.9% | $1,944-99.6% |