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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,395 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $25,000 |
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 | $81,782 | $80,211+2.0% | $74,184+10.2% | $63,975+27.8% |
| Participation rate | 97.0% | 84.2%+12.9pp | 76.6%+20.4pp | 71.1%+25.9pp |
| Annual return | 7.71% | 14.13%-6.4pp | 17.74%-10.0pp | 48.65%-40.9pp |
| Employer contribution / active EE | $1,807 | $2,553-29.2% | $2,370-23.8% | $2,182-17.2% |
| Participant deferral / active EE | $3,988 | $4,370-8.7% | $3,550+12.4% | $3,356+18.8% |
| Admin fee / account holder | $23 | $67-66.0% | $5,586-99.6% | $70-67.6% |