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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80,620 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS, INC Service code 27 · EIN 69-1397347 | Advisory (Plan) | $20,000 |
Annual investment return 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 | $50,641 | $75,388-32.8% | $123,549-59.0% | $55,725-9.1% |
| Participation rate | 92.1% | 75.7%+16.4pp | 82.3%+9.8pp | 70.9%+21.3pp |
| Annual return | -6.95% | 4.48%-11.4pp | 119.20%-126.1pp | 244.93%-251.9pp |
| Employer contribution / active EE | $2,181 | $3,063-28.8% | $4,628-52.9% | $2,078+4.9% |
| Participant deferral / active EE | $4,465 | $5,651-21.0% | $6,426-30.5% | $3,356+33.1% |
| Admin fee / account holder | $241 | $120+100.8% | $9,284-97.4% | $115+108.8% |