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| Provider | Service type | Compensation |
|---|---|---|
S B H U LIFE AGENCY INC8+ years Service code 49 · EIN 13-2896238 | Other Services | $1,585 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,050 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,838 | $72,639-20.4% | $90,766-36.3% | $66,949-13.6% |
| Participation rate | 82.7% | 73.7%+9.0pp | 75.7%+7.0pp | 69.8%+12.9pp |
| Annual return | -14.92% | -12.28%-2.6pp | -12.16%-2.8pp | 1.57%-16.5pp |
| Employer contribution / active EE | $12,727 | $2,369+437.2% | $2,922+335.6% | $2,545+400.0% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,239-100.0% |
| Admin fee / account holder | $6 | $708-99.1% | $8,446-99.9% | $594-98.9% |