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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 | $46,688-4.5% | $189,758-76.5% | $69,733-36.0% |
| Participation rate | 90.7% | 61.7%+29.0pp | 79.8%+10.9pp | 62.5%+28.3pp |
| Annual return | 9.79% | 14.35%-4.6pp | 52.62%-42.8pp | 15.22%-5.4pp |
| Employer contribution / active EE | $4,240 | $1,695+150.2% | $4,767-11.0% | $2,250+88.4% |
| Participant deferral / active EE | $0 | $2,143-100.0% | $5,856-100.0% | $3,054-100.0% |
| Admin fee / account holder | $249 | $1,700-85.3% | $20,388-98.8% | $3,102-92.0% |