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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,860 |
CUTTER & COMPANY, INC4 years Service code 27 · EIN 43-1477566 | Advisory (Plan) | $5,242 |
Annual investment return 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 | $74,676 | $79,223-5.7% | $102,460-27.1% | $74,478+0.3% |
| Participation rate | 95.2% | 74.8%+20.4pp | 76.5%+18.7pp | 67.2%+28.0pp |
| Annual return | 9.48% | 54.98%-45.5pp | 29.47%-20.0pp | 1370.56%-1361.1pp |
| Employer contribution / active EE | $2,174 | $2,363-8.0% | $3,025-28.1% | $2,626-17.2% |
| Participant deferral / active EE | $2,482 | $4,417-43.8% | $5,056-50.9% | $4,350-42.9% |
| Admin fee / account holder | $56 | $2,003-97.2% | $9,460-99.4% | $1,946-97.1% |