Filed September 23, 2024
Total covered: 12 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $154,032 |
HAYS COMPANIES5 years Filed as: HAYS FINANCIAL GROUP, LLC Service code 27 · EIN 41-1931920 | Advisory (Plan) | $40,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,850 | $44,206+8.2% | $94,057-49.1% | $64,728-26.1% |
| Participation rate | 98.7% | 51.0%+47.8pp | 73.3%+25.4pp | 57.9%+40.8pp |
| Annual return | 17.15% | 259.42%-242.3pp | 480.62%-463.5pp | 49.38%-32.2pp |
| Employer contribution / active EE | $1,493 | $1,635-8.7% | $2,933-49.1% | $2,243-33.4% |
| Participant deferral / active EE | $5,450 | $1,902+186.5% | $4,709+15.7% | $2,729+99.7% |
| Admin fee / account holder | $226 | $1,230-81.6% | $7,244-96.9% | $1,145-80.3% |