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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $5,690 |
Service code 49 · EIN 74-2794194 | Other Services | $5,020 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,713 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,445 | $51,226-44.5% | $82,744-65.6% | $66,938-57.5% |
| Participation rate | 76.5% | 67.9%+8.6pp | 72.6%+3.9pp | 69.8%+6.7pp |
| Annual return | -11.88% | -9.61%-2.3pp | 702.22%-714.1pp | 1.58%-13.5pp |
| Employer contribution / active EE | $666 | $2,612-74.5% | $3,008-77.9% | $2,545-73.8% |
| Participant deferral / active EE | $3,410 | $3,460-1.4% | $4,395-22.4% | $4,238-19.5% |
| Admin fee / account holder | $29 | $416-93.1% | $5,325-99.5% | $594-95.2% |