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| Provider | Service type | Compensation |
|---|---|---|
S B H U LIFE AGENCY INC4+ years Service code 49 · EIN 13-2896238 | Other Services | $1,082 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $600 |
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 | $62,346 | $58,093+7.3% | $80,022-22.1% | $56,289+10.8% |
| Participation rate | 91.2% | 73.6%+17.6pp | 75.8%+15.4pp | 69.9%+21.4pp |
| Annual return | -5.84% | 34.63%-40.5pp | 11.22%-17.1pp | -9.96%+4.1pp |
| Employer contribution / active EE | $2,643 | $1,933+36.7% | $2,468+7.1% | $2,111+25.2% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $4 | $623-99.4% | $6,521-99.9% | $521-99.3% |