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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,908 |
Filed as: PACKERLAND BROKERAGE SERVICES, INC Service code 49 · EIN 39-1794957 | Other Services | $5,157 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,371 | $91,198-62.3% | $178,503-80.7% | $79,856-57.0% |
| Participation rate | 64.4% | 69.2%-4.8pp | 81.9%-17.5pp | 69.6%-5.2pp |
| Annual return | 9.35% | 24.20%-14.8pp | 151.12%-141.8pp | 31.71%-22.4pp |
| Employer contribution / active EE | $683 | $3,257-79.0% | $5,011-86.4% | $2,471-72.4% |
| Participant deferral / active EE | $1,330 | $3,237-58.9% | $5,202-74.4% | $3,741-64.4% |
| Admin fee / account holder | $152 | $6,748-97.8% | $13,987-98.9% | $5,306-97.1% |