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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,782 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,869 | $50,199-88.3% | $70,098-91.6% | $66,930-91.2% |
| Participation rate | 98.8% | 66.3%+32.4pp | 70.5%+28.3pp | 69.8%+28.9pp |
| Annual return | -11.67% | -13.85%+2.2pp | 190.76%-202.4pp | 1.57%-13.2pp |
| Employer contribution / active EE | $478 | $1,864-74.4% | $2,560-81.3% | $2,545-81.2% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,849-100.0% | $4,238-100.0% |
| Admin fee / account holder | $11 | $600-98.2% | $6,266-99.8% | $593-98.2% |