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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $377,217 |
Service code 28 · EIN 02-0887428 | Investment Management | $75,000 |
COHNREZNICK LLP7+ years Service code 10 · EIN 22-1478099 | Accounting | $36,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,698 | $144,879+15.7% | $111,319+50.6% | $93,010+80.3% |
| Participation rate | 98.2% | 86.1%+12.0pp | 77.3%+20.8pp | 73.9%+24.3pp |
| Annual return | 14.12% | 18.11%-4.0pp | 54.68%-40.6pp | 158.70%-144.6pp |
| Employer contribution / active EE | $2,900 | $3,052-5.0% | $2,732+6.2% | $2,705+7.2% |
| Participant deferral / active EE | $10,433 | $5,576+87.1% | $4,488+132.5% | $4,561+128.7% |
| Admin fee / account holder | $217 | $104+109.9% | $7,966-97.3% | $152+43.3% |