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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,326 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 49 · EIN 41-0945505 | Other Services | $1,747 |
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 | $85,090 | $55,449+53.5% | $83,831+1.5% | $56,289+51.2% |
| Participation rate | 89.4% | 68.0%+21.4pp | 76.1%+13.2pp | 69.9%+19.5pp |
| Annual return | -6.05% | -1.38%-4.7pp | 850.99%-857.0pp | -9.96%+3.9pp |
| Employer contribution / active EE | $965 | $2,430-60.3% | $3,631-73.4% | $2,111-54.3% |
| Participant deferral / active EE | $5,396 | $2,935+83.8% | $4,082+32.2% | $3,350+61.1% |
| Admin fee / account holder | $59 | $656-91.1% | $5,479-98.9% | $521-88.7% |