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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,885 |
Filed as: NYLIFE SECURITIES LLC Service code 49 · EIN 27-0145686 | Other Services | $5,271 |
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 | $17,657 | $46,360-61.9% | $147,617-88.0% | $52,331-66.3% |
| Participation rate | 60.8% | 64.9%-4.1pp | 84.6%-23.8pp | 68.1%-7.3pp |
| Annual return | -0.65% | 1.62%-2.3pp | 61.98%-62.6pp | 4.54%-5.2pp |
| Employer contribution / active EE | $977 | $2,126-54.0% | $5,564-82.4% | $1,882-48.1% |
| Participant deferral / active EE | $770 | $2,258-65.9% | $4,895-84.3% | $3,022-74.5% |
| Admin fee / account holder | $96 | $766-87.4% | $11,612-99.2% | $592-83.7% |