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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $223,832 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $49,436 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VIRCHOW Service code 10 · EIN 39-0859910 | Accounting | $15,270 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,581 | $176,471-35.1% | $95,968+19.4% | $90,274+26.9% |
| Participation rate | 96.8% | 86.6%+10.3pp | 77.1%+19.8pp | 73.4%+23.5pp |
| Annual return | 15.13% | 20.15%-5.0pp | 91.65%-76.5pp | 53.97%-38.8pp |
| Employer contribution / active EE | $2,091 | $2,783-24.9% | $2,542-17.7% | $2,523-17.1% |
| Participant deferral / active EE | $5,035 | $5,325-5.4% | $4,167+20.8% | $4,231+19.0% |
| Admin fee / account holder | $125 | $154-19.2% | $6,798-98.2% | $114+9.2% |