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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,679 |
COMMONWEALTH FINANCIAL NETWORK8+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $20,395 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,075 | $46,332-48.0% | $143,799-83.3% | $64,819-62.9% |
| Participation rate | 96.4% | 64.2%+32.2pp | 80.3%+16.1pp | 71.5%+25.0pp |
| Annual return | -9.18% | -10.05%+0.9pp | -0.04%-9.1pp | 32.84%-42.0pp |
| Employer contribution / active EE | $1,317 | $1,911-31.1% | $4,952-73.4% | $2,507-47.4% |
| Participant deferral / active EE | $2,885 | $2,647+9.0% | $5,638-48.8% | $4,311-33.1% |
| Admin fee / account holder | $63 | $154-59.3% | $14,677-99.6% | $188-66.7% |