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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $107,836 |
CAPFINANCIAL PARTNERS LLC8+ years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $65,674 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,517 | $72,303-9.4% | $86,698-24.4% | $64,824+1.1% |
| Participation rate | 98.9% | 80.4%+18.5pp | 76.6%+22.3pp | 71.5%+27.4pp |
| Annual return | -16.94% | 392.77%-409.7pp | 35.96%-52.9pp | 32.84%-49.8pp |
| Employer contribution / active EE | $2,919 | $2,393+22.0% | $2,837+2.9% | $2,507+16.4% |
| Participant deferral / active EE | $6,530 | $4,660+40.1% | $4,656+40.2% | $4,311+51.5% |
| Admin fee / account holder | $279 | $174+60.2% | $7,492-96.3% | $188+48.3% |