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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,699 |
Service code 49 · EIN 52-2114207 | Other Services | $17,120 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $118,779 | $41,647+185.2% | $96,171+23.5% | $86,821+36.8% |
| Participation rate | 95.8% | 50.3%+45.5pp | 68.4%+27.4pp | 72.3%+23.5pp |
| Annual return | 22.79% | 27.24%-4.5pp | 192.04%-169.3pp | 97.94%-75.1pp |
| Employer contribution / active EE | $2,894 | $1,328+117.9% | $2,799+3.4% | $2,406+20.3% |
| Participant deferral / active EE | $9,847 | $2,412+308.2% | $4,350+126.4% | $4,132+138.3% |
| Admin fee / account holder | $49 | $169-71.1% | $5,538-99.1% | $170-71.1% |