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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 20-1113894 | Advisory (Plan) | $10,231 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,013 |
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 | $22,021 | $91,198-75.9% | $178,503-87.7% | $79,856-72.4% |
| Participation rate | 81.3% | 69.2%+12.0pp | 81.9%-0.7pp | 69.6%+11.6pp |
| Annual return | 13.54% | 24.20%-10.7pp | 151.12%-137.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,041 | $3,257-68.0% | $5,011-79.2% | $2,471-57.9% |
| Participant deferral / active EE | $394 | $3,237-87.8% | $5,202-92.4% | $3,741-89.5% |
| Admin fee / account holder | $72 | $6,748-98.9% | $13,987-99.5% | $5,306-98.6% |