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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,371 |
BENEFIT FIDUCIARY GROUP LLC2 years Service code 27 · EIN 27-4653554 | Advisory (Plan) | $13,524 |
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 | $27,527 | $61,172-55.0% | $185,851-85.2% | $79,389-65.3% |
| Participation rate | 87.1% | 66.6%+20.5pp | 81.7%+5.4pp | 70.7%+16.4pp |
| Annual return | 25.07% | 19.45%+5.6pp | 122.11%-97.0pp | 116.89%-91.8pp |
| Employer contribution / active EE | $670 | $2,321-71.1% | $5,168-87.0% | $2,428-72.4% |
| Participant deferral / active EE | $1,027 | $2,788-63.2% | $5,569-81.6% | $4,046-74.6% |
| Admin fee / account holder | $161 | $710-77.3% | $16,245-99.0% | $626-74.2% |