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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,286 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $10,382 |
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,547 | $65,960-76.4% | $81,882-81.0% | $77,762-80.0% |
| Participation rate | 90.1% | 65.8%+24.4pp | 72.4%+17.7pp | 70.6%+19.5pp |
| Annual return | 11.48% | 26.64%-15.2pp | 779.47%-768.0pp | 31.27%-19.8pp |
| Employer contribution / active EE | $516 | $2,375-78.3% | $2,916-82.3% | $2,728-81.1% |
| Participant deferral / active EE | $1,283 | $3,505-63.4% | $4,323-70.3% | $4,651-72.4% |
| Admin fee / account holder | $140 | $526-73.4% | $7,360-98.1% | $433-67.7% |