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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $111,856 |
Filed as: ROCKEFELLER CAPITAL MANAGEMENT Service code 49 · EIN 82-3226180 | Other Services | $33,013 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,950 | $74,706-49.2% | $75,717-49.9% | $79,393-52.2% |
| Participation rate | 92.9% | 75.3%+17.5pp | 74.8%+18.1pp | 70.7%+22.2pp |
| Annual return | 17.54% | 18.52%-1.0pp | 104.58%-87.0pp | 116.87%-99.3pp |
| Employer contribution / active EE | $2,447 | $2,590-5.5% | $2,743-10.8% | $2,428+0.8% |
| Participant deferral / active EE | $4,991 | $3,533+41.3% | $3,821+30.6% | $4,046+23.4% |
| Admin fee / account holder | $285 | $374-23.8% | $3,619-92.1% | $627-54.5% |