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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,386 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,773 | $100,272-11.5% | $170,057-47.8% | $74,473+19.2% |
| Participation rate | 86.8% | 87.4%-0.5pp | 87.0%-0.2pp | 70.7%+16.1pp |
| Annual return | 8.10% | 66.12%-58.0pp | 53.42%-45.3pp | 34.36%-26.3pp |
| Employer contribution / active EE | $2,252 | $4,266-47.2% | $6,790-66.8% | $2,638-14.7% |
| Participant deferral / active EE | $4,433 | $7,147-38.0% | $10,411-57.4% | $4,530-2.1% |
| Admin fee / account holder | $99 | $235-57.6% | $12,826-99.2% | $347-71.3% |