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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Filed as: PRINCIPAL FINANCIAL GROUP Service code 15 · EIN 42-1520346 | Recordkeeping | $174,971 |
BILKEY KATZ INVESTMENT MANAGER8+ years Service code 27 · EIN 13-4226829 | Advisory (Plan) | $138,712 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $347,014 | $95,388+263.8% | $125,401+176.7% | $77,906+345.4% |
| Participation rate | 93.5% | 78.6%+14.9pp | 82.4%+11.2pp | 73.7%+19.8pp |
| Annual return | -16.58% | 116.19%-132.8pp | 572.53%-589.1pp | 12.16%-28.7pp |
| Employer contribution / active EE | $11,331 | $3,666+209.1% | $4,816+135.3% | $2,846+298.1% |
| Participant deferral / active EE | $13,765 | $7,711+78.5% | $7,448+84.8% | $4,805+186.5% |
| Admin fee / account holder | $127 | $119+7.0% | $10,008-98.7% | $133-4.0% |