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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $150,218 |
REGIONS BANK2 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $68,708 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,946 | $56,152+154.6% | $185,861-23.1% | $73,412+94.7% |
| Participation rate | 88.1% | 67.6%+20.6pp | 78.0%+10.1pp | 72.2%+15.9pp |
| Annual return | 18.75% | 17.59%+1.2pp | 35.96%-17.2pp | 59.30%-40.5pp |
| Employer contribution / active EE | $4,135 | $1,532+170.0% | $4,088+1.2% | $2,234+85.1% |
| Participant deferral / active EE | $9,473 | $3,659+158.9% | $5,634+68.1% | $3,806+148.9% |
| Admin fee / account holder | $297 | $132+125.3% | $9,503-96.9% | $158+88.4% |