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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,783 |
THOMAS BEAL3+ years Filed as: THOMAS, JAMES W. Service code 49 11914 OLD ELM CT · SPOTSYLVANIA, VA 225514696 | Other Services | $4,797 |
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 | $76,227 | $62,672+21.6% | $185,117-58.8% | $70,126+8.7% |
| Participation rate | 75.4% | 63.8%+11.7pp | 77.3%-1.8pp | 69.5%+5.9pp |
| Annual return | 17.42% | 40.79%-23.4pp | 40.50%-23.1pp | 73.15%-55.7pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,647 | $3,272+11.5% | $5,045-27.7% | $3,332+9.5% |
| Admin fee / account holder | $282 | $3,932-92.8% | $8,159-96.5% | $4,645-93.9% |