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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,680 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $21,895 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,816 | $91,695-64.2% | $67,575-51.4% | $77,736-57.8% |
| Participation rate | 79.8% | 76.0%+3.8pp | 72.9%+6.9pp | 70.6%+9.3pp |
| Annual return | 12.21% | 14.88%-2.7pp | 3528.98%-3516.8pp | 31.26%-19.1pp |
| Employer contribution / active EE | $1,111 | $3,189-65.1% | $2,736-59.4% | $2,728-59.3% |
| Participant deferral / active EE | $1,675 | $3,912-57.2% | $4,003-58.2% | $4,651-64.0% |
| Admin fee / account holder | $184 | $245-24.8% | $3,993-95.4% | $433-57.5% |