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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 | $50,820-50.4% | $155,567-83.8% | $77,671-67.6% |
| Participation rate | 82.5% | 63.1%+19.4pp | 78.2%+4.3pp | 70.6%+11.9pp |
| Annual return | 12.25% | 34.85%-22.6pp | 64.74%-52.5pp | 31.21%-19.0pp |
| Employer contribution / active EE | $956 | $1,993-52.0% | $4,674-79.6% | $2,726-65.0% |
| Participant deferral / active EE | $2,217 | $2,823-21.5% | $5,628-60.6% | $4,648-52.3% |
| Admin fee / account holder | $237 | $436-45.6% | $15,916-98.5% | $430-44.9% |