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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,800 |
NEW ENGLAND RETIREMENT CONSULTANTS10+ years Service code 27 · EIN 20-5322603 | Advisory (Plan) | $19,719 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,288 | $95,593-50.5% | $121,663-61.1% | $64,728-26.9% |
| Participation rate | 74.4% | 74.9%-0.6pp | 74.5%-0.1pp | 57.9%+16.5pp |
| Annual return | 10.67% | 11.26%-0.6pp | 147.54%-136.9pp | 49.38%-38.7pp |
| Employer contribution / active EE | $625 | $4,093-84.7% | $3,020-79.3% | $2,243-72.1% |
| Participant deferral / active EE | $1,974 | $3,994-50.6% | $4,887-59.6% | $2,729-27.7% |
| Admin fee / account holder | $217 | $813-73.4% | $14,289-98.5% | $1,145-81.1% |