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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $92,577 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $44,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,521 | $89,093+35.3% | $102,434+17.7% | $77,736+55.0% |
| Participation rate | 99.7% | 80.9%+18.8pp | 76.5%+23.2pp | 70.6%+29.1pp |
| Annual return | 13.75% | 25.03%-11.3pp | 29.46%-15.7pp | 31.26%-17.5pp |
| Employer contribution / active EE | $2,358 | $2,699-12.6% | $3,023-22.0% | $2,728-13.5% |
| Participant deferral / active EE | $7,437 | $5,147+44.5% | $5,055+47.1% | $4,651+59.9% |
| Admin fee / account holder | $212 | $236-10.1% | $9,462-97.8% | $433-51.0% |