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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $16,500 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,830 | $44,873-0.1% | $79,467-43.6% | $56,289-20.4% |
| Participation rate | 83.9% | 68.7%+15.1pp | 73.3%+10.5pp | 69.9%+14.0pp |
| Annual return | -1.78% | 0.81%-2.6pp | 718.30%-720.1pp | -9.96%+8.2pp |
| Employer contribution / active EE | $2,037 | $2,140-4.8% | $2,800-27.2% | $2,111-3.5% |
| Participant deferral / active EE | $0 | $2,746-100.0% | $3,704-100.0% | $3,350-100.0% |
| Admin fee / account holder | $4 | $418-99.0% | $5,104-99.9% | $521-99.2% |