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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,958 |
STIFEL NICOLAUS & CO INC4 years Filed as: STIFEL, NICOLAUS AND COMPANY Service code 27 · EIN 43-0538770 | Advisory (Plan) | $31,453 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,220 | $84,784-56.1% | $98,450-62.2% | $74,440-50.0% |
| Participation rate | 85.3% | 81.5%+3.8pp | 75.2%+10.2pp | 70.7%+14.6pp |
| Annual return | 17.16% | 20.59%-3.4pp | 21.16%-4.0pp | 34.37%-17.2pp |
| Employer contribution / active EE | $824 | $3,364-75.5% | $3,049-73.0% | $2,638-68.8% |
| Participant deferral / active EE | $3,452 | $5,218-33.8% | $4,739-27.2% | $4,529-23.8% |
| Admin fee / account holder | $209 | $204+2.1% | $8,961-97.7% | $348-40.0% |