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| Provider | Service type | Compensation |
|---|---|---|
NADART1+ years Service code 10 · EIN 31-1255362 | Accounting | $10,192 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,019 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,484 | $33,745+67.4% | $64,105-11.9% | $55,191+2.3% |
| Participation rate | 67.4% | 59.4%+8.1pp | 68.2%-0.7pp | 69.2%-1.7pp |
| Annual return | 2.38% | 4.95%-2.6pp | 791.24%-788.9pp | 10.78%-8.4pp |
| Employer contribution / active EE | $815 | $641+27.1% | $1,820-55.2% | $1,899-57.1% |
| Participant deferral / active EE | $2,651 | $1,929+37.4% | $2,822-6.1% | $3,046-13.0% |
| Admin fee / account holder | $86 | $94-8.5% | $4,499-98.1% | $91-5.0% |