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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $28,823 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,635 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,143 | $107,440-58.9% | $105,738-58.3% | $55,725-20.8% |
| Participation rate | 96.7% | 55.5%+41.2pp | 76.3%+20.3pp | 70.9%+25.8pp |
| Annual return | -8.30% | -0.59%-7.7pp | 6.27%-14.6pp | 244.93%-253.2pp |
| Employer contribution / active EE | $1,565 | $1,448+8.0% | $3,268-52.1% | $2,078-24.7% |
| Participant deferral / active EE | $4,327 | $2,171+99.3% | $4,080+6.1% | $3,356+29.0% |
| Admin fee / account holder | $25 | $283-91.3% | $6,913-99.6% | $115-78.5% |