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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $21,996 |
Filed as: CARY STREET PARTNERS INVESTMENT ADV Service code 27 · EIN 26-0070474 | Advisory (Plan) | $11,429 |
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 | $45,075 | $52,279-13.8% | $89,414-49.6% | $79,852-43.6% |
| Participation rate | 75.0% | 57.5%+17.5pp | 68.0%+7.0pp | 69.6%+5.4pp |
| Annual return | 11.17% | 22.16%-11.0pp | 245.50%-234.3pp | 31.72%-20.5pp |
| Employer contribution / active EE | $3,582 | $1,572+127.9% | $2,586+38.5% | $2,471+44.9% |
| Participant deferral / active EE | $4,578 | $2,740+67.1% | $3,890+17.7% | $3,740+22.4% |
| Admin fee / account holder | $291 | $3,356-91.3% | $4,883-94.0% | $5,306-94.5% |