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 | $66,009+34.7% | $81,780+8.7% | $77,692+14.4% |
| Participation rate | 96.2% | 65.8%+30.4pp | 72.4%+23.9pp | 70.6%+25.7pp |
| Annual return | 18.02% | 26.66%-8.6pp | 776.27%-758.3pp | 31.25%-13.2pp |
| Employer contribution / active EE | $3,546 | $2,374+49.4% | $2,914+21.7% | $2,726+30.1% |
| Participant deferral / active EE | $11,332 | $3,510+222.9% | $4,321+162.3% | $4,648+143.8% |
| Admin fee / account holder | $127 | $527-76.0% | $7,384-98.3% | $431-70.6% |