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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $284,813 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $49,614 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $14,025 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,548 | $130,052-21.1% | $86,717+18.3% | $77,906+31.6% |
| Participation rate | 97.5% | 85.9%+11.6pp | 76.6%+20.9pp | 73.7%+23.8pp |
| Annual return | -15.11% | -12.73%-2.4pp | 35.97%-51.1pp | 12.16%-27.3pp |
| Employer contribution / active EE | $2,397 | $3,214-25.4% | $2,837-15.5% | $2,846-15.8% |
| Participant deferral / active EE | $5,828 | $5,741+1.5% | $4,657+25.1% | $4,805+21.3% |
| Admin fee / account holder | $148 | $132+12.3% | $7,494-98.0% | $133+11.7% |