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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,225 |
Service code 27 · EIN 20-1113894 | Advisory (Plan) | $11,598 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,473 | $73,863-70.9% | $143,797-85.1% | $68,490-68.6% |
| Participation rate | 84.2% | 66.7%+17.5pp | 80.3%+3.9pp | 67.9%+16.3pp |
| Annual return | -14.40% | 0.91%-15.3pp | -0.04%-14.4pp | -7.85%-6.5pp |
| Employer contribution / active EE | $1,274 | $3,185-60.0% | $4,952-74.3% | $2,597-50.9% |
| Participant deferral / active EE | $548 | $3,385-83.8% | $5,638-90.3% | $4,028-86.4% |
| Admin fee / account holder | $125 | $5,756-97.8% | $14,679-99.2% | $5,403-97.7% |