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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $148,144 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,090 | $53,136+13.1% | $155,509-61.4% | $199,593-69.9% |
| Participation rate | 72.9% | 64.1%+8.9pp | 78.2%-5.3pp | 72.0%+1.0pp |
| Annual return | 9.57% | 41.15%-31.6pp | 64.67%-55.1pp | 34.25%-24.7pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $109 | $185-41.2% | $15,912-99.3% | $269-59.4% |