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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 P O BOX 10431 · DES MOINES, IA 503060431 | Contract Administrator | $21,783 |
STIFEL NICOLAUS & CO INC4 years Filed as: STIFEL NICOLAUS & COMPANY INC Service code 49 · EIN 43-0538770 | Other Services | $16,570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,737 | $65,960-51.9% | $81,882-61.2% | $77,762-59.2% |
| Participation rate | 27.0% | 65.8%-38.8pp | 72.4%-45.4pp | 70.6%-43.6pp |
| Annual return | 11.73% | 26.64%-14.9pp | 779.47%-767.7pp | 31.27%-19.5pp |
| Employer contribution / active EE | $361 | $2,375-84.8% | $2,916-87.6% | $2,728-86.8% |
| Participant deferral / active EE | $1,233 | $3,505-64.8% | $4,323-71.5% | $4,651-73.5% |
| Admin fee / account holder | $195 | $526-62.9% | $7,360-97.3% | $433-54.9% |