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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,855 |
Service code 49 · EIN 52-2114207 | Other Services | $13,611 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,603 | $40,522+74.2% | $84,637-16.6% | $67,582+4.5% |
| Participation rate | 96.3% | 51.1%+45.2pp | 68.2%+28.0pp | 71.3%+25.0pp |
| Annual return | 5.01% | 32.72%-27.7pp | 258.82%-253.8pp | 378.57%-373.6pp |
| Employer contribution / active EE | $1,821 | $1,146+58.9% | $2,653-31.4% | $2,148-15.2% |
| Participant deferral / active EE | $6,258 | $2,132+193.5% | $3,900+60.4% | $3,539+76.8% |
| Admin fee / account holder | $22 | $145-84.6% | $4,914-99.5% | $142-84.2% |