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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,309 |
JJB HILLIARD W L LYONS LLC5+ years Service code 49 · EIN 26-2333067 | Other Services | $7,886 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,144 | $52,961-20.4% | $172,752-75.6% | $65,185-35.3% |
| Participation rate | 64.7% | 66.2%-1.5pp | 82.6%-17.9pp | 70.2%-5.5pp |
| Annual return | 13.21% | 30.12%-16.9pp | 802.97%-789.8pp | 29.38%-16.2pp |
| Employer contribution / active EE | $521 | $2,190-76.2% | $5,144-89.9% | $2,177-76.1% |
| Participant deferral / active EE | $1,631 | $2,471-34.0% | $5,198-68.6% | $3,514-53.6% |
| Admin fee / account holder | $158 | $472-66.5% | $13,955-98.9% | $847-81.3% |