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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,770 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,913 | $56,152+60.1% | $185,823-51.6% | $73,409+22.5% |
| Participation rate | 97.6% | 67.6%+30.0pp | 78.0%+19.6pp | 72.2%+25.4pp |
| Annual return | 9.37% | 17.59%-8.2pp | 35.95%-26.6pp | 59.29%-49.9pp |
| Employer contribution / active EE | $415 | $1,532-72.9% | $4,087-89.8% | $2,234-81.4% |
| Participant deferral / active EE | $7,346 | $3,659+100.7% | $5,632+30.4% | $3,805+93.0% |
| Admin fee / account holder | $38 | $132-71.3% | $9,500-99.6% | $158-76.0% |