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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,779 |
Filed as: FIRST CITIZENS INVESTOR SERVICES Service code 49 · EIN 56-1854695 | Other Services | $2,586 |
Participant 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 | $17,909 | $58,888-69.6% | $178,498-90.0% | $73,493-75.6% |
| Participation rate | 89.4% | 66.2%+23.1pp | 81.9%+7.4pp | 70.7%+18.7pp |
| Annual return | 8.05% | 24.86%-16.8pp | 151.09%-143.0pp | 28.51%-20.5pp |
| Employer contribution / active EE | $1,504 | $2,236-32.7% | $5,011-70.0% | $2,270-33.7% |
| Participant deferral / active EE | $0 | $2,568-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $25 | $400-93.8% | $13,985-99.8% | $513-95.2% |