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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $191,863 |
Filed as: VISIONPOINT ADVISORY GROUP LLC Service code 27 · EIN 46-3329350 | Advisory (Plan) | $50,155 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,815 | $106,351-80.4% | $105,223-80.2% | $103,975-80.0% |
| Participation rate | 98.7% | 80.0%+18.8pp | 75.0%+23.7pp | 72.5%+26.2pp |
| Annual return | 19.10% | 11.69%+7.4pp | 180.65%-161.6pp | 19.41%-0.3pp |
| Employer contribution / active EE | $1,551 | $5,336-70.9% | $3,689-58.0% | $3,722-58.3% |
| Participant deferral / active EE | $5,054 | $3,221+56.9% | $5,072-0.4% | $5,343-5.4% |
| Admin fee / account holder | $159 | $316-49.7% | $8,859-98.2% | $332-52.2% |