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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $33,204 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,482 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,255 | $61,391+110.5% | $149,723-13.7% | $71,529+80.7% |
| Participation rate | 71.1% | 62.5%+8.6pp | 78.8%-7.6pp | 67.9%+3.2pp |
| Annual return | 15.16% | 35.88%-20.7pp | 134.50%-119.3pp | 28.97%-13.8pp |
| Employer contribution / active EE | $2,699 | $2,384+13.2% | $4,821-44.0% | $2,590+4.2% |
| Participant deferral / active EE | $3,473 | $2,921+18.9% | $5,682-38.9% | $4,291-19.1% |
| Admin fee / account holder | $22 | $1,264-98.3% | $13,215-99.8% | $1,588-98.6% |