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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,842 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 49 · EIN 41-0945505 | Other Services | $1,368 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $101,521 | $58,726+72.9% | $92,240+10.1% | $62,293+63.0% |
| Participation rate | 81.1% | 68.3%+12.7pp | 76.5%+4.6pp | 69.5%+11.5pp |
| Annual return | 16.56% | 43.62%-27.1pp | 176.29%-159.7pp | 28.90%-12.3pp |
| Employer contribution / active EE | $956 | $2,392-60.0% | $3,680-74.0% | $2,042-53.2% |
| Participant deferral / active EE | $5,258 | $2,766+90.1% | $3,897+34.9% | $3,169+65.9% |
| Admin fee / account holder | $55 | $556-90.1% | $5,194-98.9% | $479-88.6% |