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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,380 |
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 49 · EIN 04-2675571 | Other Services | $7,437 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,351 | $37,117-69.4% | $147,617-92.3% | $55,191-79.4% |
| Participation rate | 98.5% | 63.6%+34.9pp | 84.6%+13.9pp | 69.2%+29.4pp |
| Annual return | -0.57% | 3.44%-4.0pp | 61.98%-62.6pp | 10.78%-11.3pp |
| Employer contribution / active EE | $545 | $1,620-66.4% | $5,564-90.2% | $1,899-71.3% |
| Participant deferral / active EE | $1,100 | $1,985-44.6% | $4,895-77.5% | $3,046-63.9% |
| Admin fee / account holder | $68 | $86-21.0% | $11,612-99.4% | $91-25.6% |