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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 | $66,004-76.4% | $81,820-81.0% | $77,714-80.0% |
| Participation rate | 90.1% | 65.8%+24.3pp | 72.4%+17.7pp | 70.6%+19.5pp |
| Annual return | 11.48% | 26.65%-15.2pp | 777.93%-766.5pp | 31.26%-19.8pp |
| Employer contribution / active EE | $516 | $2,375-78.3% | $2,915-82.3% | $2,727-81.1% |
| Participant deferral / active EE | $1,283 | $3,508-63.4% | $4,323-70.3% | $4,649-72.4% |
| Admin fee / account holder | $140 | $527-73.4% | $7,391-98.1% | $433-67.7% |