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| Provider | Service type | Compensation |
|---|---|---|
ACTUARIAL BENEFITS CORP2+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 13 · EIN 20-1054428 | Contract Administrator | $7,277 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $814 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,383 | $67,606-6.2% | $82,313-23.0% | $70,131-9.6% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.9%+16.0pp | 69.5%+23.3pp |
| Annual return | -17.15% | 21.57%-38.7pp | 25.88%-43.0pp | 73.14%-90.3pp |
| Employer contribution / active EE | $2,376 | $1,755+35.4% | $2,428-2.2% | $2,342+1.4% |
| Participant deferral / active EE | $3,431 | $2,987+14.9% | $3,706-7.4% | $3,332+3.0% |
| Admin fee / account holder | $27 | $4,512-99.4% | $5,608-99.5% | $4,645-99.4% |