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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $52,295 |
Filed as: LEUMI INVESTMENT SERVICES Service code 27 | Advisory (Plan) | $23,375 |
PPC INC6 years Service code 13 | Contract Administrator | $6,313 |
PPC INC3 years Filed as: PPC, INC. Service code 13 · EIN 13-3384874 | Contract Administrator | $250 |
Service code 27 · EIN 13-4132289 | Advisory (Plan) | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,253 | $80,138-18.6% | $130,270-49.9% | $71,529-8.8% |
| Participation rate | 92.3% | 71.0%+21.3pp | 76.3%+16.0pp | 67.9%+24.4pp |
| Annual return | 18.84% | 16.81%+2.0pp | 38.89%-20.0pp | 28.97%-10.1pp |
| Employer contribution / active EE | $2,597 | $2,834-8.4% | $4,128-37.1% | $2,590+0.3% |
| Participant deferral / active EE | $2,855 | $4,641-38.5% | $6,797-58.0% | $4,291-33.5% |
| Admin fee / account holder | $223 | $1,035-78.5% | $6,022-96.3% | $1,588-86.0% |