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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,496 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $9,577 |
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 | $14,397 | $52,188-72.4% | $86,656-83.4% | $74,473-80.7% |
| Participation rate | 90.0% | 66.3%+23.7pp | 71.7%+18.3pp | 70.7%+19.3pp |
| Annual return | 13.25% | 44.46%-31.2pp | 593.09%-579.8pp | 34.36%-21.1pp |
| Employer contribution / active EE | $514 | $2,282-77.5% | $3,025-83.0% | $2,638-80.5% |
| Participant deferral / active EE | $1,255 | $3,383-62.9% | $4,439-71.7% | $4,530-72.3% |
| Admin fee / account holder | $132 | $319-58.6% | $5,619-97.7% | $347-62.0% |