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| Provider | Service type | Compensation |
|---|---|---|
S B H U LIFE AGENCY INC3+ years Service code 49 · EIN 13-2896238 | Other Services | $1,065 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $680 |
Participant contribution per participant 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 | $74,703 | $63,314+18.0% | $91,004-17.9% | $62,293+19.9% |
| Participation rate | 83.5% | 73.3%+10.2pp | 75.6%+7.9pp | 69.5%+14.0pp |
| Annual return | 14.01% | 21.00%-7.0pp | 4.60%+9.4pp | 28.90%-14.9pp |
| Employer contribution / active EE | $2,609 | $1,807+44.3% | $2,456+6.2% | $2,042+27.7% |
| Participant deferral / active EE | $0 | $2,944-100.0% | $3,548-100.0% | $3,169-100.0% |
| Admin fee / account holder | $4 | $468-99.1% | $5,417-99.9% | $479-99.1% |