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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $314,254 |
Filed as: INTELLICENTS INVESTMENTS SOLUTIONS Service code 27 · EIN 41-1812533 | Advisory (Plan) | $96,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,862 | $104,544-38.0% | $96,534-32.8% | $80,157-19.1% |
| Participation rate | 96.9% | 86.4%+10.6pp | 76.0%+20.9pp | 72.9%+24.0pp |
| Annual return | 18.87% | 21.79%-2.9pp | 25.88%-7.0pp | 40.39%-21.5pp |
| Employer contribution / active EE | $1,800 | $3,527-49.0% | $2,965-39.3% | $2,977-39.6% |
| Participant deferral / active EE | $3,624 | $6,170-41.3% | $4,851-25.3% | $5,015-27.7% |
| Admin fee / account holder | $134 | $107+25.7% | $8,253-98.4% | $145-7.4% |