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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,073 |
JJB HILLIARD W L LYONS LLC4+ years Service code 49 · EIN 26-2333067 | Other Services | $9,528 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $40,580 | $47,977-15.4% | $154,111-73.7% | $56,287-27.9% |
| Participation rate | 72.4% | 66.2%+6.3pp | 83.0%-10.6pp | 69.9%+2.6pp |
| Annual return | -2.65% | 3.54%-6.2pp | 735.18%-737.8pp | -9.96%+7.3pp |
| Employer contribution / active EE | $728 | $2,169-66.4% | $5,298-86.3% | $2,111-65.5% |
| Participant deferral / active EE | $2,012 | $2,392-15.9% | $5,081-60.4% | $3,350-39.9% |
| Admin fee / account holder | $172 | $438-60.6% | $13,411-98.7% | $521-66.9% |