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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $109,912 |
Service code 49 · EIN 74-2794194 | Other Services | $29,578 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,905 | $56,540-50.6% | $185,851-85.0% | $86,821-67.9% |
| Participation rate | 82.8% | 65.5%+17.3pp | 81.7%+1.1pp | 72.3%+10.5pp |
| Annual return | 11.40% | 118.20%-106.8pp | 122.11%-110.7pp | 97.94%-86.5pp |
| Employer contribution / active EE | $844 | $1,844-54.2% | $5,168-83.7% | $2,406-64.9% |
| Participant deferral / active EE | $3,337 | $2,555+30.6% | $5,569-40.1% | $4,132-19.2% |
| Admin fee / account holder | $143 | $150-4.2% | $16,245-99.1% | $170-15.5% |