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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $74,378 |
STIFEL NICOLAUS & CO INC5 years Filed as: STIFEL, NICOLAUS AND COMPANY Service code 27 · EIN 43-0538770 | Advisory (Plan) | $35,547 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,482 | $92,076-59.3% | $105,608-64.5% | $77,714-51.8% |
| Participation rate | 85.1% | 81.0%+4.1pp | 75.3%+9.8pp | 70.6%+14.5pp |
| Annual return | 12.47% | 17.84%-5.4pp | 116.50%-104.0pp | 31.26%-18.8pp |
| Employer contribution / active EE | $699 | $3,370-79.2% | $3,167-77.9% | $2,727-74.4% |
| Participant deferral / active EE | $3,269 | $5,390-39.3% | $5,010-34.7% | $4,649-29.7% |
| Admin fee / account holder | $205 | $219-6.2% | $11,028-98.1% | $433-52.6% |