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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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,673 | $43,749-18.5% | $158,223-77.5% | $65,306-45.4% |
| Participation rate | 70.4% | 56.9%+13.5pp | 79.2%-8.8pp | 57.7%+12.7pp |
| Annual return | 11.94% | 19.41%-7.5pp | 52.09%-40.2pp | 21.94%-10.0pp |
| Employer contribution / active EE | $729 | $1,497-51.3% | $4,109-82.3% | $1,967-62.9% |
| Participant deferral / active EE | $1,242 | $2,019-38.5% | $5,467-77.3% | $2,959-58.0% |
| Admin fee / account holder | $222 | $1,930-88.5% | $16,047-98.6% | $3,480-93.6% |