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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $92,822 |
Service code 49 · EIN 82-3226180 | Other Services | $28,816 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $33,073 | $65,322-49.4% | $70,494-53.1% | $73,497-55.0% |
| Participation rate | 97.8% | 77.0%+20.9pp | 75.1%+22.8pp | 70.7%+27.1pp |
| Annual return | 19.34% | 15.71%+3.6pp | 109.16%-89.8pp | 28.51%-9.2pp |
| Employer contribution / active EE | $2,607 | $2,460+6.0% | $2,738-4.8% | $2,270+14.8% |
| Participant deferral / active EE | $4,794 | $3,375+42.1% | $3,711+29.2% | $3,740+28.2% |
| Admin fee / account holder | $246 | $214+15.0% | $3,848-93.6% | $513-52.0% |