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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,831 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC Service code 27 · EIN 69-1397347 | Advisory (Plan) | $15,315 |
CARON & BLETZER, PLLC2 years Service code 10 · EIN 04-3499945 | Accounting | $7,441 |
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 | $55,403 | $155,795-64.4% | $136,298-59.4% | $69,631-20.4% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.9%+11.0pp | 70.7%+22.2pp |
| Annual return | 18.40% | 232464.33%-232445.9pp | 5156.27%-5137.9pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $2,098 | $2,991-29.9% | $4,696-55.3% | $2,032+3.2% |
| Participant deferral / active EE | $4,288 | $5,394-20.5% | $6,247-31.4% | $3,224+33.0% |
| Admin fee / account holder | $235 | $128+83.2% | $9,244-97.5% | $110+112.7% |