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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,304 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,556 | $89,093-28.7% | $102,434-38.0% | $77,736-18.2% |
| Participation rate | 90.7% | 80.9%+9.8pp | 76.5%+14.2pp | 70.6%+20.1pp |
| Annual return | 16.03% | 25.03%-9.0pp | 29.46%-13.4pp | 31.26%-15.2pp |
| Employer contribution / active EE | $1,673 | $2,699-38.0% | $3,023-44.7% | $2,728-38.7% |
| Participant deferral / active EE | $3,639 | $5,147-29.3% | $5,055-28.0% | $4,651-21.8% |
| Admin fee / account holder | $75 | $236-68.3% | $9,462-99.2% | $433-82.8% |