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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,758 |
Participant contribution per participant 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 | $25,658 | $46,732-45.1% | $156,551-83.6% | $55,167-53.5% |
| Participation rate | 79.3% | 65.8%+13.5pp | 84.0%-4.7pp | 69.0%+10.3pp |
| Annual return | 5.48% | 17.72%-12.2pp | 32.23%-26.7pp | 169.23%-163.7pp |
| Employer contribution / active EE | $2,000 | $2,105-5.0% | $5,501-63.7% | $1,963+1.9% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $54 | $418-87.1% | $13,028-99.6% | $504-89.3% |