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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,867 |
COMMONWEALTH FINANCIAL NETWORK4+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $14,364 |
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 | $14,951 | $37,196-59.8% | $154,108-90.3% | $55,725-73.2% |
| Participation rate | 97.7% | 64.1%+33.6pp | 83.0%+14.7pp | 70.9%+26.9pp |
| Annual return | 0.72% | 1319.68%-1319.0pp | 735.21%-734.5pp | 244.93%-244.2pp |
| Employer contribution / active EE | $717 | $1,614-55.6% | $5,298-86.5% | $2,078-65.5% |
| Participant deferral / active EE | $1,677 | $2,068-18.9% | $5,081-67.0% | $3,356-50.0% |
| Admin fee / account holder | $81 | $102-20.3% | $13,411-99.4% | $115-29.7% |