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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,977 |
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $8,800 |
Filed as: NEW YORK LIFE SECURITIES Service code 49 · EIN 27-0145686 | Other Services | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,656 | $92,743-7.6% | $82,744+3.5% | $134,532-36.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.42% | 946.63%-959.1pp | 702.22%-714.6pp | 418.27%-430.7pp |
| Employer contribution / active EE | $2,357 | $3,273-28.0% | $3,008-21.6% | $4,741-50.3% |
| Participant deferral / active EE | $4,584 | $4,802-4.5% | $4,395+4.3% | $6,401-28.4% |
| Admin fee / account holder | $87 | $5,977-98.6% | $5,325-98.4% | $11,429-99.2% |