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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 | $43,749+2.0% | $158,223-71.8% | $65,306-31.7% |
| Participation rate | 90.7% | 56.9%+33.9pp | 79.2%+11.5pp | 57.7%+33.1pp |
| Annual return | 9.79% | 19.41%-9.6pp | 52.09%-42.3pp | 21.94%-12.1pp |
| Employer contribution / active EE | $4,240 | $1,497+183.2% | $4,109+3.2% | $1,967+115.5% |
| Participant deferral / active EE | $0 | $2,019-100.0% | $5,467-100.0% | $2,959-100.0% |
| Admin fee / account holder | $249 | $1,930-87.1% | $16,047-98.4% | $3,480-92.8% |