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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $213,342 |
Service code 13 · EIN 43-1662293 | Contract Administrator | $165,169 |
Service code 29 · EIN 43-1174269 | Legal | $80,760 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $20,330 |
RUBINBROWN LLP10+ years Service code 10 · EIN 43-0765316 | Accounting | $19,100 |
Service code 10 · EIN 43-1244218 | Accounting | $15,541 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,120 | $241,450-49.8% | $103,378+17.2% | $199,874-39.4% |
| Participation rate | 95.3% | 78.4%+16.9pp | 74.5%+20.7pp | 72.0%+23.2pp |
| Annual return | 13.18% | 17.80%-4.6pp | 24.91%-11.7pp | 34.28%-21.1pp |
| Employer contribution / active EE | $7,167 | $4,250+68.6% | $3,870+85.2% | $3,036+136.0% |
| Participant deferral / active EE | $0 | $3,962-100.0% | $5,058-100.0% | $5,090-100.0% |
| Admin fee / account holder | $139 | $288-51.6% | $8,401-98.3% | $269-48.3% |