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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,576 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 49 · EIN 41-0945505 | Other Services | $0 |
WOODBURY FINANCIAL SERVICES2+ years Service code 49 · EIN 41-0944586 | Other Services | $0 |
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 | $88,925 | $52,884+68.2% | $84,753+4.9% | $55,167+61.2% |
| Participation rate | 82.4% | 67.5%+14.9pp | 76.6%+5.8pp | 69.0%+13.5pp |
| Annual return | 9.83% | 18.03%-8.2pp | 22.78%-13.0pp | 169.23%-159.4pp |
| Employer contribution / active EE | $934 | $2,233-58.2% | $3,574-73.9% | $1,963-52.4% |
| Participant deferral / active EE | $5,115 | $2,644+93.5% | $3,712+37.8% | $3,054+67.5% |
| Admin fee / account holder | $53 | $581-90.9% | $5,333-99.0% | $504-89.6% |