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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $91,677 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $15,450 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS, INC Service code 27 · EIN 69-1397347 | Advisory (Plan) | $5,150 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,441 | $100,801-31.1% | $149,715-53.6% | $73,412-5.4% |
| Participation rate | 94.9% | 77.7%+17.2pp | 82.5%+12.4pp | 72.2%+22.7pp |
| Annual return | 15.16% | 265.34%-250.2pp | 276.66%-261.5pp | 59.30%-44.1pp |
| Employer contribution / active EE | $2,214 | $3,312-33.1% | $4,645-52.3% | $2,234-0.9% |
| Participant deferral / active EE | $4,471 | $6,404-30.2% | $6,842-34.7% | $3,806+17.5% |
| Admin fee / account holder | $262 | $181+44.9% | $9,310-97.2% | $158+65.9% |