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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,775 |
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 | $16,629 | $70,002-76.2% | $115,038-85.5% | $52,331-68.2% |
| Participation rate | 98.3% | 72.1%+26.2pp | 81.4%+16.9pp | 68.1%+30.2pp |
| Annual return | 2.09% | 4.04%-2.0pp | 26.14%-24.1pp | 4.54%-2.5pp |
| Employer contribution / active EE | $1,385 | $2,715-49.0% | $4,608-69.9% | $1,882-26.4% |
| Participant deferral / active EE | $4,059 | $4,920-17.5% | $6,026-32.6% | $3,022+34.3% |
| Admin fee / account holder | $19 | $566-96.7% | $8,175-99.8% | $592-96.9% |