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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,255 |
Filed as: BENEFIT FIDUACIARY GROUP LLC Service code 27 · EIN 27-4653554 | Advisory (Plan) | $21,085 |
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 | $42,624 | $61,172-30.3% | $185,851-77.1% | $79,389-46.3% |
| Participation rate | 85.9% | 66.6%+19.3pp | 81.7%+4.2pp | 70.7%+15.2pp |
| Annual return | 23.77% | 19.45%+4.3pp | 122.11%-98.3pp | 116.89%-93.1pp |
| Employer contribution / active EE | $3,150 | $2,321+35.8% | $5,168-39.0% | $2,428+29.8% |
| Participant deferral / active EE | $0 | $2,788-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $222 | $710-68.7% | $16,245-98.6% | $626-64.5% |