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| Provider | Service type | Compensation |
|---|---|---|
SHOWALTER, PHILIP E.2+ years Service code 49 801 MAIN ST STE 600 · LYNCHBURG, VA 245041558 | Other Services | $10,231 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,729 |
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 | $21,396 | $43,423-50.7% | $78,676-72.8% | $55,167-61.2% |
| Participation rate | 92.5% | 68.0%+24.5pp | 73.6%+19.0pp | 69.0%+23.5pp |
| Annual return | 8.82% | 11.53%-2.7pp | 62.19%-53.4pp | 169.23%-160.4pp |
| Employer contribution / active EE | $1,709 | $1,997-14.4% | $2,850-40.0% | $1,963-12.9% |
| Participant deferral / active EE | $1,757 | $2,509-30.0% | $3,517-50.0% | $3,054-42.5% |
| Admin fee / account holder | $18 | $416-95.7% | $4,510-99.6% | $504-96.4% |