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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,063 |
BENEFIT FIDUCIARY GROUP LLC6 years Service code 27 · EIN 27-4653554 | Advisory (Plan) | $14,630 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,673 | $41,016-13.0% | $152,093-76.5% | $64,097-44.3% |
| Participation rate | 70.4% | 51.3%+19.0pp | 77.8%-7.4pp | 55.2%+15.2pp |
| Annual return | 11.94% | 39.60%-27.7pp | 66.36%-54.4pp | 34.64%-22.7pp |
| Employer contribution / active EE | $729 | $1,342-45.7% | $4,175-82.5% | $1,891-61.4% |
| Participant deferral / active EE | $1,242 | $1,927-35.5% | $5,451-77.2% | $3,080-59.7% |
| Admin fee / account holder | $222 | $2,305-90.4% | $14,497-98.5% | $3,454-93.6% |