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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INSTITUTIONAL AND FAMILY ASSET MGMT Service code 27 · EIN 47-2600132 | Advisory (Plan) | $13,548 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,035 |
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 | $64,633 | $60,349+7.1% | $74,184-12.9% | $62,881+2.8% |
| Participation rate | 86.2% | 72.7%+13.4pp | 76.6%+9.6pp | 69.3%+16.9pp |
| Annual return | 8.95% | 21.38%-12.4pp | 17.74%-8.8pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,498 | $1,680-10.9% | $2,370-36.8% | $2,281-34.3% |
| Participant deferral / active EE | $2,767 | $2,856-3.1% | $3,550-22.0% | $3,203-13.6% |
| Admin fee / account holder | $120 | $4,261-97.2% | $5,586-97.9% | $4,296-97.2% |