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| Provider | Service type | Compensation |
|---|---|---|
JJB HILLIARD W L LYONS LLC1+ years Service code 49 · EIN 26-2333067 | Other Services | $34,952 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,883 |
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 | $24,551 | $37,039-33.7% | $147,617-83.4% | $59,188-58.5% |
| Participation rate | 50.3% | 63.8%-13.5pp | 84.6%-34.4pp | 69.4%-19.2pp |
| Annual return | 0.43% | 7.19%-6.8pp | 61.98%-61.6pp | 5.51%-5.1pp |
| Employer contribution / active EE | $952 | $1,353-29.6% | $5,564-82.9% | $2,098-54.6% |
| Participant deferral / active EE | $2,203 | $2,094+5.2% | $4,895-55.0% | $3,265-32.5% |
| Admin fee / account holder | $55 | $60-8.4% | $11,612-99.5% | $92-40.2% |