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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,221 |
COMMONWEALTH FINANCIAL NETWORK6+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $16,881 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,746 | $52,293-62.2% | $178,499-88.9% | $73,412-73.1% |
| Participation rate | 97.9% | 65.3%+32.5pp | 81.9%+16.0pp | 72.2%+25.7pp |
| Annual return | 7.88% | 34.75%-26.9pp | 151.10%-143.2pp | 59.30%-51.4pp |
| Employer contribution / active EE | $974 | $1,735-43.9% | $5,011-80.6% | $2,234-56.4% |
| Participant deferral / active EE | $2,133 | $2,332-8.5% | $5,202-59.0% | $3,806-43.9% |
| Admin fee / account holder | $84 | $127-34.3% | $13,986-99.4% | $158-47.0% |