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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,480 |
WEALTHPLAN ADVISORS LLC2 years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $15,479 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,240 | $100,801+2.4% | $149,715-31.0% | $73,412+40.6% |
| Participation rate | 79.6% | 77.7%+1.9pp | 82.5%-2.8pp | 72.2%+7.5pp |
| Annual return | 14.55% | 265.34%-250.8pp | 276.66%-262.1pp | 59.30%-44.7pp |
| Employer contribution / active EE | $1,927 | $3,312-41.8% | $4,645-58.5% | $2,234-13.7% |
| Participant deferral / active EE | $7,740 | $6,404+20.9% | $6,842+13.1% | $3,806+103.4% |
| Admin fee / account holder | $152 | $181-16.1% | $9,310-98.4% | $158-4.0% |