Filed November 20, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $70,063 |
ORENDA RETIREMENT, LLC1 year Filed as: ORENDA RETIREMENT LLC Service code 13 · EIN 36-4877979 | Contract Administrator | $31,279 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,916 | $65,960+34.8% | $81,882+8.6% | $77,762+14.3% |
| Participation rate | 96.2% | 65.8%+30.5pp | 72.4%+23.8pp | 70.6%+25.6pp |
| Annual return | 18.02% | 26.64%-8.6pp | 779.47%-761.5pp | 31.27%-13.3pp |
| Employer contribution / active EE | $3,546 | $2,375+49.3% | $2,916+21.6% | $2,728+30.0% |
| Participant deferral / active EE | $11,332 | $3,505+223.3% | $4,323+162.1% | $4,651+143.7% |
| Admin fee / account holder | $127 | $526-76.0% | $7,360-98.3% | $433-70.8% |