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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $118,540 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $73,889 |
CHARLES SCHWAB & CO., INC.5 years Filed as: REA & ASSOCIATES, INC Service code 13 · EIN 34-1310124 | Contract Administrator | $16,595 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,290 | $106,236+1.0% | $112,249-4.4% | $64,819+65.5% |
| Participation rate | 99.4% | 71.7%+27.8pp | 75.1%+24.4pp | 71.5%+28.0pp |
| Annual return | -16.78% | -6.02%-10.8pp | 27.48%-44.3pp | 32.84%-49.6pp |
| Employer contribution / active EE | $2,516 | $3,166-20.5% | $3,636-30.8% | $2,507+0.4% |
| Participant deferral / active EE | $6,630 | $3,785+75.2% | $4,729+40.2% | $4,311+53.8% |
| Admin fee / account holder | $289 | $452-35.9% | $6,412-95.5% | $188+54.1% |