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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 711 HIGH ST. · DES MOINES, IA 50392 | Contract Administrator | $13,727 |
STIFEL NICOLAUS & CO INC5+ years Service code 49 | Other Services | $10,695 |
STIFEL NICOLAUS & CO INC2 years 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 | $18,203 | $52,961-65.6% | $172,755-89.5% | $65,185-72.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 22.57% | 30.12%-7.6pp | 802.94%-780.4pp | 29.38%-6.8pp |
| Employer contribution / active EE | $889 | $2,190-59.4% | $5,144-82.7% | $2,177-59.1% |
| Participant deferral / active EE | $2,686 | $2,471+8.7% | $5,198-48.3% | $3,514-23.5% |
| Admin fee / account holder | $96 | $472-79.7% | $13,955-99.3% | $847-88.7% |