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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,464 |
JJB HILLIARD W L LYONS LLC3+ years Service code 49 · EIN 26-2333067 | Other Services | $9,988 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,752 | $55,453-3.1% | $170,435-68.5% | $62,293-13.7% |
| Participation rate | 72.0% | 66.4%+5.7pp | 83.6%-11.6pp | 69.5%+2.5pp |
| Annual return | 10.32% | 21.38%-11.1pp | 205.94%-195.6pp | 28.90%-18.6pp |
| Employer contribution / active EE | $691 | $2,164-68.1% | $5,432-87.3% | $2,042-66.2% |
| Participant deferral / active EE | $1,879 | $2,303-18.4% | $4,939-62.0% | $3,169-40.7% |
| Admin fee / account holder | $233 | $455-48.9% | $13,881-98.3% | $479-51.4% |