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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 711 HIGH ST. · DES MOINES, IA 50392 | Contract Administrator | $14,332 |
STIFEL NICOLAUS & CO INC4+ years Service code 49 | Other Services | $11,737 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & CO, INC. Service code 49 · EIN 43-0538770 501 N. BROADWAY FL. 7 · SAINT LOUIS, MO 63102 | Other Services | $0 |
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 | $15,436 | $75,962-79.7% | $154,111-90.0% | $64,173-75.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.49% | 30.32%-35.8pp | 735.18%-740.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $750 | $3,350-77.6% | $5,298-85.8% | $2,381-68.5% |
| Participant deferral / active EE | $2,804 | $3,175-11.7% | $5,081-44.8% | $3,470-19.2% |
| Admin fee / account holder | $110 | $5,589-98.0% | $13,411-99.2% | $4,887-97.8% |