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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $14,524 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,062 |
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,136 | $60,393-31.9% | $81,820-49.7% | $74,429-44.7% |
| Participation rate | 82.7% | 62.9%+19.8pp | 72.4%+10.3pp | 67.2%+15.5pp |
| Annual return | 13.35% | 16.89%-3.5pp | 777.93%-764.6pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $1,796 | $2,626-31.6% | $2,915-38.4% | $2,625-31.6% |
| Participant deferral / active EE | $4,413 | $3,397+29.9% | $4,323+2.1% | $4,348+1.5% |
| Admin fee / account holder | $45 | $1,491-97.0% | $7,391-99.4% | $1,944-97.7% |