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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $37,289 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,196 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,061 | $55,470+145.3% | $155,556-12.5% | $74,478+82.7% |
| Participation rate | 75.5% | 61.9%+13.6pp | 78.2%-2.7pp | 67.2%+8.3pp |
| Annual return | 12.64% | 269.80%-257.2pp | 64.84%-52.2pp | 1370.56%-1357.9pp |
| Employer contribution / active EE | $2,791 | $2,267+23.1% | $4,675-40.3% | $2,626+6.3% |
| Participant deferral / active EE | $3,688 | $2,838+30.0% | $5,631-34.5% | $4,350-15.2% |
| Admin fee / account holder | $26 | $1,744-98.5% | $15,885-99.8% | $1,946-98.7% |