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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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,044 | $38,165+7.5% | $189,758-78.4% | $69,255-40.7% |
| Participation rate | 90.3% | 66.7%+23.6pp | 79.8%+10.5pp | 69.0%+21.2pp |
| Annual return | 12.25% | 14.65%-2.4pp | 52.62%-40.4pp | 26.73%-14.5pp |
| Employer contribution / active EE | $1,652 | $1,589+3.9% | $4,767-65.3% | $2,645-37.6% |
| Participant deferral / active EE | $2,606 | $2,073+25.7% | $5,856-55.5% | $2,890-9.8% |
| Admin fee / account holder | $212 | $714-70.3% | $20,388-99.0% | $733-71.0% |