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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,794 |
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 | $19,319 | $80,177-75.9% | $123,894-84.4% | $57,658-66.5% |
| Participation rate | 95.7% | 74.4%+21.3pp | 81.4%+14.3pp | 70.2%+25.5pp |
| Annual return | 24.54% | 17.90%+6.6pp | 47.52%-23.0pp | 5.13%+19.4pp |
| Employer contribution / active EE | $1,518 | $2,913-47.9% | $4,617-67.1% | $1,974-23.1% |
| Participant deferral / active EE | $3,877 | $5,130-24.4% | $5,984-35.2% | $3,061+26.7% |
| Admin fee / account holder | $11 | $106-89.5% | $8,357-99.9% | $95-88.2% |