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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $8,822 |
LAMON & STERN INC1 year Service code 49 | Other Services | $7,601 |
LAMON & STERN INC1 year Filed as: LAMON 7 STERN INC. Service code 49 · EIN 58-1334773 | Other Services | $0 |
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 | $28,345 | $38,969-27.3% | $109,313-74.1% | $55,167-48.6% |
| Participation rate | 40.7% | 58.2%-17.5pp | 71.3%-30.5pp | 69.0%-28.2pp |
| Annual return | 5.84% | 8.26%-2.4pp | 22.07%-16.2pp | 169.23%-163.4pp |
| Employer contribution / active EE | $717 | $1,227-41.6% | $3,892-81.6% | $1,963-63.5% |
| Participant deferral / active EE | $941 | $2,176-56.8% | $3,166-70.3% | $3,054-69.2% |
| Admin fee / account holder | $93 | $501-81.4% | $5,666-98.4% | $504-81.5% |