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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,072 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $7,433 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,409 | $41,016-8.8% | $152,093-75.4% | $64,097-41.6% |
| Participation rate | 91.1% | 51.3%+39.7pp | 77.8%+13.3pp | 55.2%+35.9pp |
| Annual return | 10.27% | 39.60%-29.3pp | 66.36%-56.1pp | 34.64%-24.4pp |
| Employer contribution / active EE | $2,263 | $1,342+68.6% | $4,175-45.8% | $1,891+19.7% |
| Participant deferral / active EE | $0 | $1,927-100.0% | $5,451-100.0% | $3,080-100.0% |
| Admin fee / account holder | $119 | $2,305-94.9% | $14,497-99.2% | $3,454-96.6% |