Filed March 28, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $100,394 |
PRIME BENEFITS, INC.5 years Filed as: PRIME BENEFITS INC. Service code 13 | Contract Administrator | $21,474 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $20,000 |
PRIME BENEFITS, INC.1 year Service code 13 · EIN 52-2204662 | Contract Administrator | $2,200 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY Service code 99 · EIN 22-1211670 | Other Fees | $441 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,713 | $60,989+88.1% | $60,919+88.3% | $66,949+71.3% |
| Participation rate | 96.7% | 74.5%+22.2pp | 73.1%+23.6pp | 69.8%+26.9pp |
| Annual return | -15.30% | -9.60%-5.7pp | 16.96%-32.3pp | 1.57%-16.9pp |
| Employer contribution / active EE | $4,000 | $2,661+50.3% | $2,704+47.9% | $2,545+57.1% |
| Participant deferral / active EE | $7,527 | $3,615+108.2% | $3,814+97.3% | $4,239+77.6% |
| Admin fee / account holder | $248 | $338-26.8% | $3,228-92.3% | $594-58.3% |