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| Provider | Service type | Compensation |
|---|---|---|
S B H U LIFE AGENCY INC6+ years Service code 49 · EIN 13-2896238 | Other Services | $2,998 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $900 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $70,410 | $70,917-0.7% | $98,920-28.8% | $73,497-4.2% |
| Participation rate | 87.6% | 73.8%+13.8pp | 76.0%+11.6pp | 70.7%+16.9pp |
| Annual return | 10.43% | 34.18%-23.8pp | 196.47%-186.0pp | 28.51%-18.1pp |
| Employer contribution / active EE | $2,479 | $2,037+21.7% | $2,689-7.8% | $2,270+9.2% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,245-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5 | $535-99.0% | $6,643-99.9% | $513-99.0% |