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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 PO BOX 9394 · DES MOINES, IA 503069394 | Contract Administrator | $11,841 |
Filed as: FIRST CITIZENS INVESTOR SERVICES Service code 49 | Other Services | $2,325 |
Filed as: FIRST CITIZENS INVESTOR SERVICE Service code 49 · EIN 56-1854695 100 E TRYON RD · RALEIGH, IA 27603 | Other Services | $0 |
Participant contribution per participant 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 | $15,060 | $47,977-68.6% | $154,111-90.2% | $56,287-73.2% |
| Participation rate | 96.3% | 66.2%+30.2pp | 83.0%+13.3pp | 69.9%+26.5pp |
| Annual return | -2.64% | 3.54%-6.2pp | 735.18%-737.8pp | -9.96%+7.3pp |
| Employer contribution / active EE | $1,684 | $2,169-22.4% | $5,298-68.2% | $2,111-20.2% |
| Participant deferral / active EE | $0 | $2,392-100.0% | $5,081-100.0% | $3,350-100.0% |
| Admin fee / account holder | $65 | $438-85.2% | $13,411-99.5% | $521-87.5% |