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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $140,757 |
Filed as: RESOURCES INVESTMENT ADVISORS INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $30,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,080 | $82,979-13.1% | $102,412-29.6% | $77,736-7.3% |
| Participation rate | 94.3% | 71.5%+22.8pp | 74.5%+19.8pp | 70.6%+23.7pp |
| Annual return | 21.77% | 19.11%+2.7pp | 24.94%-3.2pp | 31.26%-9.5pp |
| Employer contribution / active EE | $2,952 | $3,554-16.9% | $3,870-23.7% | $2,728+8.2% |
| Participant deferral / active EE | $8,098 | $4,109+97.1% | $5,060+60.0% | $4,651+74.1% |
| Admin fee / account holder | $180 | $639-71.8% | $8,388-97.9% | $433-58.5% |