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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,414 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $6,623 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant 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 | $22,746 | $58,888-61.4% | $178,499-87.3% | $73,493-69.1% |
| Participation rate | 87.8% | 66.2%+21.6pp | 81.9%+5.9pp | 70.7%+17.2pp |
| Annual return | 13.89% | 24.86%-11.0pp | 151.10%-137.2pp | 28.51%-14.6pp |
| Employer contribution / active EE | $2,425 | $2,236+8.5% | $5,011-51.6% | $2,270+6.8% |
| Participant deferral / active EE | $0 | $2,568-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $81 | $400-79.7% | $13,986-99.4% | $513-84.2% |