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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,113 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,522 | $47,977-38.5% | $154,107-80.8% | $56,287-47.6% |
| Participation rate | 73.2% | 66.2%+7.0pp | 83.0%-9.8pp | 69.9%+3.4pp |
| Annual return | -4.28% | 3.54%-7.8pp | 735.12%-739.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $294 | $2,169-86.4% | $5,298-94.5% | $2,111-86.1% |
| Participant deferral / active EE | $908 | $2,392-62.0% | $5,081-82.1% | $3,350-72.9% |
| Admin fee / account holder | $23 | $438-94.6% | $13,411-99.8% | $521-95.5% |