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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 | $60,504-32.0% | $81,882-49.8% | $74,478-44.8% |
| Participation rate | 82.7% | 62.9%+19.8pp | 72.4%+10.3pp | 67.2%+15.5pp |
| Annual return | 13.35% | 16.91%-3.6pp | 779.47%-766.1pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $1,796 | $2,627-31.6% | $2,916-38.4% | $2,626-31.6% |
| Participant deferral / active EE | $4,413 | $3,400+29.8% | $4,323+2.1% | $4,350+1.4% |
| Admin fee / account holder | $45 | $1,492-97.0% | $7,360-99.4% | $1,946-97.7% |