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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,800 |
Service code 27 · EIN 27-3463733 | Advisory (Plan) | $39,958 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,846 | $50,919+92.2% | $155,556-37.1% | $77,762+25.8% |
| Participation rate | 87.1% | 63.1%+24.0pp | 78.2%+8.9pp | 70.6%+16.5pp |
| Annual return | 14.29% | 34.84%-20.5pp | 64.84%-50.6pp | 31.27%-17.0pp |
| Employer contribution / active EE | $7,253 | $1,991+264.2% | $4,675+55.1% | $2,728+165.9% |
| Participant deferral / active EE | $3,120 | $2,824+10.5% | $5,631-44.6% | $4,651-32.9% |
| Admin fee / account holder | $100 | $437-77.1% | $15,885-99.4% | $433-76.9% |