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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,022 |
Service code 27 · EIN 20-1113894 | Advisory (Plan) | $12,188 |
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 | $27,330 | $95,415-71.4% | $185,851-85.3% | $85,851-68.2% |
| Participation rate | 77.3% | 68.8%+8.5pp | 81.7%-4.4pp | 69.3%+8.0pp |
| Annual return | 16.41% | 23.59%-7.2pp | 122.11%-105.7pp | 318.63%-302.2pp |
| Employer contribution / active EE | $1,205 | $3,314-63.6% | $5,168-76.7% | $2,565-53.0% |
| Participant deferral / active EE | $362 | $3,424-89.4% | $5,569-93.5% | $3,952-90.8% |
| Admin fee / account holder | $177 | $7,215-97.5% | $16,245-98.9% | $6,261-97.2% |