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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,810 |
USI CONSULTING GROUP5+ years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $8,737 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $46,918 | $103,038-54.5% | $90,324-48.1% | $152,909-69.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.95% | 95.25%-76.3pp | 78.15%-59.2pp | 345.46%-326.5pp |
| Employer contribution / active EE | $20,064 | $3,141+538.8% | $2,856+602.6% | $4,764+321.2% |
| Participant deferral / active EE | $44,811 | $4,282+946.5% | $3,885+1053.3% | $5,851+665.8% |
| Admin fee / account holder | $197 | $6,177-96.8% | $5,356-96.3% | $11,601-98.3% |