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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,850 |
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 | $180,467 | $83,369+116.5% | $105,223+71.5% | $67,986+165.4% |
| Participation rate | 86.3% | 56.3%+30.0pp | 75.0%+11.2pp | 57.2%+29.1pp |
| Annual return | 12.61% | 24.64%-12.0pp | 180.65%-168.0pp | 31.67%-19.1pp |
| Employer contribution / active EE | $3,968 | $2,541+56.2% | $3,689+7.6% | $2,019+96.6% |
| Participant deferral / active EE | $7,782 | $3,295+136.2% | $5,072+53.4% | $3,358+131.7% |
| Admin fee / account holder | $17 | $4,073-99.6% | $8,859-99.8% | $3,203-99.5% |