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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $115,421 |
BCG SECURITIES8 years Filed as: BCG SECURITIES INC Service code 27 · EIN 23-1664237 | Advisory (Plan) | $33,344 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,203 | $50,919-50.5% | $155,556-83.8% | $77,762-67.6% |
| Participation rate | 82.5% | 63.1%+19.4pp | 78.2%+4.3pp | 70.6%+11.9pp |
| Annual return | 12.25% | 34.84%-22.6pp | 64.84%-52.6pp | 31.27%-19.0pp |
| Employer contribution / active EE | $956 | $1,991-52.0% | $4,675-79.6% | $2,728-65.0% |
| Participant deferral / active EE | $2,217 | $2,824-21.5% | $5,631-60.6% | $4,651-52.3% |
| Admin fee / account holder | $237 | $437-45.7% | $15,885-98.5% | $433-45.3% |