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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $147,962 |
STIFEL NICOLAUS & CO INC3 years Service code 49 · EIN 43-0538770 | Other Services | $46,616 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,205 | $78,781+36.1% | $100,528+6.6% | $73,412+46.0% |
| Participation rate | 96.6% | 80.0%+16.5pp | 79.4%+17.1pp | 72.2%+24.4pp |
| Annual return | 16.80% | 31.69%-14.9pp | 30.90%-14.1pp | 59.30%-42.5pp |
| Employer contribution / active EE | $730 | $2,420-69.8% | $3,419-78.6% | $2,234-67.3% |
| Participant deferral / active EE | $6,076 | $6,537-7.0% | $6,271-3.1% | $3,806+59.7% |
| Admin fee / account holder | $288 | $145+98.5% | $8,084-96.4% | $158+82.7% |