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 FINANCIAL GROUP5 years Filed as: HAYS FINANCIAL GROUP, LLC Service code 27 · EIN 41-1931920 | Advisory (Plan) | $40,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,850 | $51,878-7.8% | $68,368-30.0% | $79,634-39.9% |
| Participation rate | 98.7% | 53.7%+45.0pp | 73.8%+25.0pp | 62.5%+36.3pp |
| Annual return | 17.15% | 137.43%-120.3pp | 292.57%-275.4pp | 36.46%-19.3pp |
| Employer contribution / active EE | $1,493 | $1,931-22.7% | $2,649-43.6% | $2,529-41.0% |
| Participant deferral / active EE | $5,450 | $2,577+111.5% | $4,123+32.2% | $3,835+42.1% |
| Admin fee / account holder | $226 | $942-76.0% | $5,150-95.6% | $1,002-77.5% |