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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,694 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $7,829 | $37,039-78.9% | $147,617-94.7% | $59,188-86.8% |
| Participation rate | 96.4% | 63.8%+32.7pp | 84.6%+11.8pp | 69.4%+27.0pp |
| Annual return | 56.38% | 7.19%+49.2pp | 61.98%-5.6pp | 5.51%+50.9pp |
| Employer contribution / active EE | $2,624 | $1,353+94.0% | $5,564-52.8% | $2,098+25.1% |
| Participant deferral / active EE | $0 | $2,094-100.0% | $4,895-100.0% | $3,265-100.0% |
| Admin fee / account holder | $3 | $60-95.0% | $11,612-100.0% | $92-96.7% |