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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $267,712 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $49,749 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $13,140 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,347 | $144,879-11.4% | $111,319+15.3% | $93,010+38.0% |
| Participation rate | 97.4% | 86.1%+11.3pp | 77.3%+20.1pp | 73.9%+23.5pp |
| Annual return | 15.20% | 18.11%-2.9pp | 54.68%-39.5pp | 158.70%-143.5pp |
| Employer contribution / active EE | $2,207 | $3,052-27.7% | $2,732-19.2% | $2,705-18.4% |
| Participant deferral / active EE | $5,494 | $5,576-1.5% | $4,488+22.4% | $4,561+20.5% |
| Admin fee / account holder | $145 | $104+40.5% | $7,966-98.2% | $152-4.1% |