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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,144 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 49 · EIN 41-0945505 | Other Services | $1,464 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,990 | $77,677+58.3% | $109,188+12.6% | $79,389+54.9% |
| Participation rate | 95.2% | 67.8%+27.4pp | 75.9%+19.3pp | 70.7%+24.5pp |
| Annual return | 17.24% | 23.44%-6.2pp | 25.76%-8.5pp | 116.89%-99.7pp |
| Employer contribution / active EE | $1,114 | $2,798-60.2% | $3,723-70.1% | $2,428-54.1% |
| Participant deferral / active EE | $5,932 | $3,517+68.6% | $4,654+27.5% | $4,046+46.6% |
| Admin fee / account holder | $206 | $732-71.8% | $6,755-96.9% | $626-67.1% |