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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $50,876 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,788 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,966 | $52,293+41.4% | $178,503-58.6% | $73,412+0.8% |
| Participation rate | 70.3% | 65.3%+5.0pp | 81.9%-11.6pp | 72.2%-1.8pp |
| Annual return | 43.01% | 34.75%+8.3pp | 151.12%-108.1pp | 59.30%-16.3pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,814 | $2,333+20.6% | $5,202-45.9% | $3,806-26.1% |
| Admin fee / account holder | $74 | $127-41.9% | $13,987-99.5% | $158-53.2% |