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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,502 |
WOODBURY FINANCIAL SERVICES1+ years Service code 49 · EIN 41-0944586 | Other Services | $1,603 |
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 | $83,192 | $50,464+64.9% | $75,784+9.8% | $52,331+59.0% |
| Participation rate | 81.5% | 66.8%+14.7pp | 75.8%+5.7pp | 68.1%+13.4pp |
| Annual return | 0.04% | 1.03%-1.0pp | 9.68%-9.6pp | 4.54%-4.5pp |
| Employer contribution / active EE | $910 | $1,988-54.2% | $3,323-72.6% | $1,882-51.6% |
| Participant deferral / active EE | $4,652 | $2,570+81.0% | $3,652+27.4% | $3,022+53.9% |
| Admin fee / account holder | $76 | $1,103-93.1% | $5,300-98.6% | $592-87.1% |