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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,138 |
BENEFIT FIDUCIARY GROUP LLC6 years Service code 27 · EIN 27-4653554 | Advisory (Plan) | $21,427 |
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 | $44,604 | $45,343-1.6% | $150,298-70.3% | $67,986-34.4% |
| Participation rate | 90.7% | 51.9%+38.9pp | 77.8%+13.0pp | 57.2%+33.5pp |
| Annual return | 9.79% | 33.28%-23.5pp | 62.79%-53.0pp | 31.67%-21.9pp |
| Employer contribution / active EE | $4,240 | $1,462+190.0% | $4,154+2.1% | $2,019+110.0% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $249 | $2,250-88.9% | $14,116-98.2% | $3,203-92.2% |