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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,671 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,035 | $65,437-51.0% | $86,698-63.0% | $66,949-52.2% |
| Participation rate | 97.7% | 75.5%+22.2pp | 76.6%+21.1pp | 69.8%+27.9pp |
| Annual return | -17.72% | -10.91%-6.8pp | 35.96%-53.7pp | 1.57%-19.3pp |
| Employer contribution / active EE | $1,812 | $2,154-15.9% | $2,837-36.1% | $2,545-28.8% |
| Participant deferral / active EE | $6,075 | $4,102+48.1% | $4,656+30.5% | $4,239+43.3% |
| Admin fee / account holder | $65 | $642-89.9% | $7,492-99.1% | $594-89.1% |