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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 26 · EIN 42-0127290 | Advisory (Participants) | $3,240 |
CHARLES SCHWAB & CO., INC.1+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Sh... | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Investment management fees paid indir... | $0 |
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 | $39,025 | $37,117+5.1% | $147,617-73.6% | $55,191-29.3% |
| Participation rate | 21.8% | 63.6%-41.8pp | 84.6%-62.8pp | 69.2%-47.3pp |
| Annual return | 0.89% | 3.44%-2.6pp | 61.98%-61.1pp | 10.78%-9.9pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,235 | $1,985-37.8% | $4,895-74.8% | $3,046-59.5% |
| Admin fee / account holder | $30 | $86-64.5% | $11,612-99.7% | $91-66.5% |