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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $27,503 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 13 · EIN 33-0785439 | Contract Administrator | $21,735 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $17,734 |
Participant 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 | $31,554 | $84,482-62.7% | $125,363-74.8% | $66,930-52.9% |
| Participation rate | 70.1% | 76.4%-6.3pp | 82.4%-12.3pp | 69.8%+0.3pp |
| Annual return | -16.46% | -8.49%-8.0pp | 572.15%-588.6pp | 1.57%-18.0pp |
| Employer contribution / active EE | $3,558 | $3,553+0.1% | $4,815-26.1% | $2,545+39.8% |
| Participant deferral / active EE | $508 | $6,782-92.5% | $7,447-93.2% | $4,238-88.0% |
| Admin fee / account holder | $300 | $685-56.2% | $10,005-97.0% | $593-49.5% |