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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,498 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $24,296 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,181 | $50,902-54.5% | $155,534-85.1% | $77,736-70.2% |
| Participation rate | 87.4% | 63.1%+24.4pp | 78.2%+9.2pp | 70.6%+16.9pp |
| Annual return | 12.33% | 34.85%-22.5pp | 64.92%-52.6pp | 31.26%-18.9pp |
| Employer contribution / active EE | $1,431 | $1,991-28.1% | $4,675-69.4% | $2,728-47.5% |
| Participant deferral / active EE | $2,033 | $2,824-28.0% | $5,630-63.9% | $4,651-56.3% |
| Admin fee / account holder | $116 | $437-73.4% | $15,900-99.3% | $433-73.2% |