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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,340 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 · EIN 42-1445429 | Other Services | $13,143 |
SECURITIES AMERICA INC1 year Service code 49 · EIN 11-2551174 | Other Services | $3,439 |
Participant contribution per participant 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 | $16,654 | $62,928-73.5% | $172,753-90.4% | $67,582-75.4% |
| Participation rate | 99.2% | 64.5%+34.8pp | 82.6%+16.6pp | 71.3%+28.0pp |
| Annual return | 23.90% | 30.36%-6.5pp | 803.00%-779.1pp | 378.57%-354.7pp |
| Employer contribution / active EE | $2,793 | $1,636+70.7% | $5,144-45.7% | $2,148+30.0% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $68 | $167-59.1% | $13,956-99.5% | $142-52.1% |