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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $254,586 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $49,723 |
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 | $126,787 | $110,282+15.0% | $102,423+23.8% | $199,921-36.6% |
| Participation rate | 96.1% | 86.3%+9.9pp | 76.5%+19.6pp | 72.0%+24.1pp |
| Annual return | 12.08% | 35.75%-23.7pp | 29.42%-17.3pp | 34.28%-22.2pp |
| Employer contribution / active EE | $2,493 | $3,603-30.8% | $3,023-17.5% | $3,035-17.9% |
| Participant deferral / active EE | $6,236 | $6,376-2.2% | $5,054+23.4% | $5,089+22.5% |
| Admin fee / account holder | $132 | $122+8.0% | $9,455-98.6% | $269-51.0% |