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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 | $55,446+145.4% | $155,574-12.5% | $74,429+82.8% |
| Participation rate | 75.5% | 61.9%+13.6pp | 78.2%-2.7pp | 67.2%+8.3pp |
| Annual return | 12.64% | 269.20%-256.6pp | 64.87%-52.2pp | 1368.38%-1355.7pp |
| Employer contribution / active EE | $2,791 | $2,266+23.2% | $4,676-40.3% | $2,625+6.3% |
| Participant deferral / active EE | $3,688 | $2,836+30.1% | $5,629-34.5% | $4,348-15.2% |
| Admin fee / account holder | $26 | $1,743-98.5% | $15,914-99.8% | $1,944-98.7% |