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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,508 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,903 | $64,909-67.8% | $82,312-74.6% | $62,293-66.4% |
| Participation rate | 91.2% | 74.9%+16.3pp | 76.9%+14.3pp | 69.5%+21.7pp |
| Annual return | 17.54% | 21.18%-3.6pp | 25.88%-8.3pp | 28.90%-11.4pp |
| Employer contribution / active EE | $705 | $1,676-58.0% | $2,428-71.0% | $2,042-65.5% |
| Participant deferral / active EE | $2,141 | $3,103-31.0% | $3,706-42.2% | $3,169-32.4% |
| Admin fee / account holder | $21 | $440-95.2% | $5,608-99.6% | $479-95.6% |