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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $8,661 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,066 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,757 | $66,124-58.0% | $90,461-69.3% | $73,497-62.2% |
| Participation rate | 82.2% | 69.7%+12.5pp | 72.7%+9.5pp | 70.7%+11.5pp |
| Annual return | 8.36% | 17.65%-9.3pp | 1294.76%-1286.4pp | 28.51%-20.2pp |
| Employer contribution / active EE | $535 | $2,346-77.2% | $3,264-83.6% | $2,270-76.4% |
| Participant deferral / active EE | $3,249 | $3,039+6.9% | $3,964-18.0% | $3,740-13.1% |
| Admin fee / account holder | $25 | $396-93.8% | $5,617-99.6% | $513-95.2% |