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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,419 |
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 | $13,126 | $36,916-64.4% | $156,551-91.6% | $57,658-77.2% |
| Participation rate | 76.2% | 63.4%+12.8pp | 84.0%-7.8pp | 70.2%+6.0pp |
| Annual return | 3.53% | 12.38%-8.9pp | 32.23%-28.7pp | 5.13%-1.6pp |
| Employer contribution / active EE | $580 | $1,571-63.0% | $5,501-89.5% | $1,974-70.6% |
| Participant deferral / active EE | $781 | $1,926-59.5% | $4,871-84.0% | $3,061-74.5% |
| Admin fee / account holder | $34 | $82-58.5% | $13,028-99.7% | $95-63.8% |