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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $226,190 |
SNOWDEN CAPITAL ADVISORS LLC8 years Filed as: SNOWDEN CAPITAL ADVISORS, LLC Service code 27 · EIN 45-0997570 | Advisory (Plan) | $50,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,233 | $90,064+112.3% | $100,392+90.5% | $77,736+146.0% |
| Participation rate | 98.2% | 81.3%+17.0pp | 81.5%+16.7pp | 70.6%+27.7pp |
| Annual return | 12.26% | 20.61%-8.3pp | 49.45%-37.2pp | 31.26%-19.0pp |
| Employer contribution / active EE | $1,808 | $3,043-40.6% | $3,941-54.1% | $2,728-33.7% |
| Participant deferral / active EE | $12,807 | $8,282+54.6% | $8,090+58.3% | $4,651+175.4% |
| Admin fee / account holder | $296 | $172+72.3% | $7,904-96.2% | $433-31.6% |