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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,001 |
BENEFIT FIDUCIARY GROUP LLC4 years Service code 27 · EIN 27-4653554 | Advisory (Plan) | $12,725 |
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 | $27,745 | $61,391-54.8% | $149,723-81.5% | $71,529-61.2% |
| Participation rate | 70.8% | 62.5%+8.3pp | 78.8%-8.0pp | 67.9%+2.8pp |
| Annual return | 9.59% | 35.88%-26.3pp | 134.50%-124.9pp | 28.97%-19.4pp |
| Employer contribution / active EE | $615 | $2,384-74.2% | $4,821-87.2% | $2,590-76.3% |
| Participant deferral / active EE | $1,003 | $2,921-65.7% | $5,682-82.3% | $4,291-76.6% |
| Admin fee / account holder | $178 | $1,264-85.9% | $13,215-98.7% | $1,588-88.8% |