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| Provider | Service type | Compensation |
|---|---|---|
401(K) ADVISORS INC5 years Service code 27 | Advisory (Plan) | $17,386 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,190 |
401(K) ADVISORS INC6 years Filed as: 401(K) ADVISORS Service code 27 · EIN 33-0905143 | Advisory (Plan) | $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 | $49,076 | $58,726-16.4% | $142,898-65.7% | $85,851-42.8% |
| Participation rate | 62.8% | 58.5%+4.3pp | 72.0%-9.2pp | 69.3%-6.6pp |
| Annual return | 16.35% | 27.73%-11.4pp | 5639.64%-5623.3pp | 318.63%-302.3pp |
| Employer contribution / active EE | $480 | $1,424-66.3% | $4,146-88.4% | $2,565-81.3% |
| Participant deferral / active EE | $2,775 | $2,609+6.4% | $3,838-27.7% | $3,952-29.8% |
| Admin fee / account holder | $14 | $4,234-99.7% | $6,560-99.8% | $6,261-99.8% |