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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 503921200 | Contract Administrator | $10,719 |
STIFEL NICOLAUS & CO INC1+ years Service code 49 · EIN 43-0538770 501 N BORADWAY FL 7 · SAINT LOUIS, MO 63102 | Other Services | $7,145 |
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 | $13,162 | $46,360-71.6% | $147,617-91.1% | $52,331-74.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -1.51% | 1.62%-3.1pp | 61.98%-63.5pp | 4.54%-6.1pp |
| Employer contribution / active EE | $764 | $2,126-64.0% | $5,564-86.3% | $1,882-59.4% |
| Participant deferral / active EE | $2,432 | $2,258+7.7% | $4,895-50.3% | $3,022-19.5% |
| Admin fee / account holder | $81 | $766-89.4% | $11,612-99.3% | $592-86.3% |