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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,305 |
Filed as: PRIVATE ADVISOR GROUP Service code 27 · EIN 27-3463733 | Advisory (Plan) | $26,250 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,733 | $47,173+83.9% | $149,740-42.1% | $74,478+16.5% |
| Participation rate | 89.3% | 63.4%+25.9pp | 78.8%+10.6pp | 70.7%+18.6pp |
| Annual return | 18.34% | 22.75%-4.4pp | 134.51%-116.2pp | 34.37%-16.0pp |
| Employer contribution / active EE | $7,345 | $1,903+285.9% | $4,821+52.3% | $2,637+178.5% |
| Participant deferral / active EE | $3,247 | $2,730+18.9% | $5,683-42.9% | $4,530-28.3% |
| Admin fee / account holder | $108 | $343-68.6% | $13,222-99.2% | $347-68.9% |