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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $112,103 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $21,547 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,677 | $44,897-53.9% | $85,009-75.7% | $199,768-89.6% |
| Participation rate | 81.8% | 45.7%+36.1pp | 67.5%+14.3pp | 72.0%+9.8pp |
| Annual return | 19.17% | 20.96%-1.8pp | 66.47%-47.3pp | 34.26%-15.1pp |
| Employer contribution / active EE | $1,459 | $1,365+6.9% | $2,728-46.5% | $3,037-51.9% |
| Participant deferral / active EE | $3,769 | $2,668+41.3% | $4,522-16.7% | $5,090-26.0% |
| Admin fee / account holder | $105 | $584-82.1% | $6,153-98.3% | $269-61.1% |