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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,046 |
Filed as: BENJAMIN F EDWARDS & COMPANY INC Service code 49 · EIN 26-3199152 | Other Services | $5,058 |
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 | $26,435 | $55,453-52.3% | $170,435-84.5% | $62,293-57.6% |
| Participation rate | 93.1% | 66.4%+26.8pp | 83.6%+9.5pp | 69.5%+23.6pp |
| Annual return | 10.67% | 21.38%-10.7pp | 205.94%-195.3pp | 28.90%-18.2pp |
| Employer contribution / active EE | $868 | $2,164-59.9% | $5,432-84.0% | $2,042-57.5% |
| Participant deferral / active EE | $727 | $2,303-68.4% | $4,939-85.3% | $3,169-77.1% |
| Admin fee / account holder | $95 | $455-79.0% | $13,881-99.3% | $479-80.1% |