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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 | $52,507-46.6% | $129,406-78.3% | $74,478-62.3% |
| Participation rate | 80.8% | 53.9%+26.9pp | 69.6%+11.1pp | 67.2%+13.5pp |
| Annual return | 13.61% | 15.64%-2.0pp | 9468.18%-9454.6pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $1,083 | $1,534-29.4% | $4,155-73.9% | $2,626-58.8% |
| Participant deferral / active EE | $2,442 | $2,801-12.8% | $4,167-41.4% | $4,350-43.9% |
| Admin fee / account holder | $117 | $2,639-95.6% | $7,689-98.5% | $1,946-94.0% |