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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,900 |
GLOBAL RETIREMENT PARTNERS LLC1+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,173 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,447 | $52,884-16.0% | $84,750-47.6% | $55,167-19.4% |
| Participation rate | 81.5% | 67.5%+14.0pp | 76.6%+4.9pp | 69.0%+12.5pp |
| Annual return | 13.02% | 18.03%-5.0pp | 22.78%-9.8pp | 169.23%-156.2pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,181 | $2,644+58.1% | $3,712+12.6% | $3,054+36.9% |
| Admin fee / account holder | $129 | $581-77.7% | $5,332-97.6% | $504-74.3% |