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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,825 |
JJB HILLIARD W L LYONS LLC1+ years Service code 49 · EIN 26-2333067 | Other Services | $10,824 |
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 | $42,247 | $46,360-8.9% | $147,617-71.4% | $52,331-19.3% |
| Participation rate | 91.2% | 64.9%+26.2pp | 84.6%+6.6pp | 68.1%+23.1pp |
| Annual return | 2.02% | 1.62%+0.4pp | 61.98%-60.0pp | 4.54%-2.5pp |
| Employer contribution / active EE | $1,859 | $2,126-12.6% | $5,564-66.6% | $1,882-1.2% |
| Participant deferral / active EE | $1,566 | $2,258-30.6% | $4,895-68.0% | $3,022-48.2% |
| Admin fee / account holder | $223 | $766-70.8% | $11,612-98.1% | $592-62.3% |