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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,427 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,080 | $84,236-77.3% | $170,435-88.8% | $70,126-72.8% |
| Participation rate | 78.2% | 70.8%+7.3pp | 83.6%-5.4pp | 69.5%+8.6pp |
| Annual return | 13.18% | 23.06%-9.9pp | 205.94%-192.8pp | 73.15%-60.0pp |
| Employer contribution / active EE | $1,049 | $3,387-69.0% | $5,432-80.7% | $2,343-55.2% |
| Participant deferral / active EE | $237 | $3,086-92.3% | $4,939-95.2% | $3,332-92.9% |
| Admin fee / account holder | $111 | $5,698-98.1% | $13,881-99.2% | $4,645-97.6% |