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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,000 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,769 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,556 | $58,969+23.0% | $129,406-43.9% | $77,762-6.7% |
| Participation rate | 73.4% | 59.5%+13.9pp | 69.6%+3.7pp | 70.6%+2.8pp |
| Annual return | 18.91% | 24.78%-5.9pp | 9468.18%-9449.3pp | 31.27%-12.4pp |
| Employer contribution / active EE | $1,798 | $1,959-8.2% | $4,155-56.7% | $2,728-34.1% |
| Participant deferral / active EE | $2,911 | $3,224-9.7% | $4,167-30.1% | $4,651-37.4% |
| Admin fee / account holder | $13 | $593-97.8% | $7,689-99.8% | $433-96.9% |