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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 | $36,002+14.0% | $161,489-74.6% | $64,728-36.6% |
| Participation rate | 90.3% | 57.4%+32.8pp | 78.7%+11.6pp | 57.9%+32.4pp |
| Annual return | 12.25% | 33.93%-21.7pp | 89.72%-77.5pp | 49.38%-37.1pp |
| Employer contribution / active EE | $1,652 | $1,380+19.7% | $4,268-61.3% | $2,243-26.4% |
| Participant deferral / active EE | $2,606 | $1,815+43.6% | $5,630-53.7% | $2,729-4.5% |
| Admin fee / account holder | $212 | $931-77.2% | $16,006-98.7% | $1,145-81.5% |