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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 27-4250417 | Advisory (Plan) | $10,472 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,791 |
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 | $28,053 | $52,450-46.5% | $129,397-78.3% | $74,429-62.3% |
| Participation rate | 80.8% | 53.8%+26.9pp | 69.6%+11.1pp | 67.2%+13.6pp |
| Annual return | 13.61% | 15.65%-2.0pp | 9453.98%-9440.4pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $1,083 | $1,532-29.3% | $4,154-73.9% | $2,625-58.7% |
| Participant deferral / active EE | $2,442 | $2,797-12.7% | $4,167-41.4% | $4,348-43.8% |
| Admin fee / account holder | $117 | $2,636-95.6% | $7,679-98.5% | $1,944-94.0% |