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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSRUANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $48,940 |
EDWARD JONES8 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $21,929 |
Service code 49 · EIN 38-3220894 | Other Services | $6,056 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,588 | $102,385+4.1% | $147,080-27.5% | $80,935+31.7% |
| Participation rate | 97.9% | 75.9%+22.0pp | 82.2%+15.7pp | 67.7%+30.2pp |
| Annual return | 14.11% | 135.09%-121.0pp | 420.17%-406.1pp | 35.66%-21.6pp |
| Employer contribution / active EE | $4,769 | $3,717+28.3% | $4,933-3.3% | $2,757+73.0% |
| Participant deferral / active EE | $9,596 | $6,651+44.3% | $8,066+19.0% | $4,299+123.2% |
| Admin fee / account holder | $363 | $7,951-95.4% | $12,989-97.2% | $6,924-94.8% |