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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,690 |
IBBOTSON ASSOCIATES INC.1+ years Service code 26 · EIN 36-2923857 | Advisory (Participants) | $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 | $99,500 | $88,324+12.7% | $115,038-13.5% | $55,191+80.3% |
| Participation rate | 88.9% | 72.5%+16.4pp | 81.4%+7.6pp | 69.2%+19.8pp |
| Annual return | 1.30% | 6.30%-5.0pp | 26.14%-24.8pp | 10.78%-9.5pp |
| Employer contribution / active EE | $4,476 | $2,805+59.6% | $4,608-2.9% | $1,899+135.7% |
| Participant deferral / active EE | $7,464 | $5,042+48.0% | $6,026+23.9% | $3,046+145.0% |
| Admin fee / account holder | $39 | $105-63.4% | $8,175-99.5% | $91-57.6% |