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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $133,480 |
TRG INVESTMENT ADVISORS, LLC4 years Service code 27 · EIN 03-0215988 | Advisory (Plan) | $43,585 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,044 | $46,464-11.7% | $150,298-72.7% | $79,634-48.5% |
| Participation rate | 90.3% | 57.0%+33.3pp | 77.8%+12.5pp | 62.5%+27.8pp |
| Annual return | 12.25% | 27.89%-15.6pp | 62.79%-50.5pp | 36.46%-24.2pp |
| Employer contribution / active EE | $1,652 | $1,512+9.3% | $4,154-60.2% | $2,529-34.7% |
| Participant deferral / active EE | $2,606 | $2,157+20.8% | $5,453-52.2% | $3,835-32.0% |
| Admin fee / account holder | $212 | $891-76.2% | $14,116-98.5% | $1,002-78.8% |