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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $9,618 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,515 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,389 | $31,679+49.6% | $74,719-36.6% | $65,185-27.3% |
| Participation rate | 48.2% | 40.4%+7.9pp | 54.5%-6.2pp | 70.2%-22.0pp |
| Annual return | 24.07% | 39.04%-15.0pp | 753.05%-729.0pp | 29.38%-5.3pp |
| Employer contribution / active EE | $1,364 | $566+141.0% | $1,084+25.8% | $2,177-37.3% |
| Participant deferral / active EE | $2,408 | $1,191+102.2% | $1,963+22.6% | $3,514-31.5% |
| Admin fee / account holder | $72 | $379-81.1% | $3,334-97.9% | $847-91.5% |