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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,151 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,057 | $75,962-60.4% | $154,111-80.5% | $64,173-53.2% |
| Participation rate | 95.2% | 70.4%+24.8pp | 83.0%+12.2pp | 69.6%+25.7pp |
| Annual return | 8.57% | 30.32%-21.8pp | 735.18%-726.6pp | 7.63%+0.9pp |
| Employer contribution / active EE | $2,314 | $3,350-30.9% | $5,298-56.3% | $2,381-2.8% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $60 | $5,589-98.9% | $13,411-99.6% | $4,887-98.8% |