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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,699 |
THOMAS BEAL1+ years Filed as: THOMAS, JAMES W. Service code 49 11914 OLD ELM CT · SPOTSYLVANIA, VA 225514696 | Other Services | $6,102 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,460 | $45,283-12.9% | $155,789-74.7% | $52,331-24.6% |
| Participation rate | 83.1% | 62.2%+20.9pp | 76.1%+7.0pp | 68.1%+15.0pp |
| Annual return | 2.27% | 1.80%+0.5pp | 71.54%-69.3pp | 4.54%-2.3pp |
| Employer contribution / active EE | $0 | $1,329-100.0% | $3,839-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,220 | $2,854-22.2% | $4,798-53.7% | $3,022-26.6% |
| Admin fee / account holder | $176 | $981-82.1% | $7,477-97.6% | $592-70.3% |