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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,892 |
EDWARD JONES1+ years Service code 49 · EIN 43-0345811 | Other Services | $8,267 |
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 | $18,152 | $46,360-60.8% | $147,617-87.7% | $52,331-65.3% |
| Participation rate | 44.4% | 64.9%-20.5pp | 84.6%-40.2pp | 68.1%-23.7pp |
| Annual return | 16.84% | 1.62%+15.2pp | 61.98%-45.1pp | 4.54%+12.3pp |
| Employer contribution / active EE | $577 | $2,126-72.9% | $5,564-89.6% | $1,882-69.4% |
| Participant deferral / active EE | $1,615 | $2,258-28.5% | $4,895-67.0% | $3,022-46.6% |
| Admin fee / account holder | $108 | $766-85.9% | $11,612-99.1% | $592-81.7% |