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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,345 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $17,803 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,963 | $45,266+14.8% | $103,693-49.9% | $65,306-20.4% |
| Participation rate | 99.3% | 53.3%+46.0pp | 72.6%+26.7pp | 57.7%+41.6pp |
| Annual return | 13.95% | 25.10%-11.1pp | 47.61%-33.7pp | 21.94%-8.0pp |
| Employer contribution / active EE | $2,499 | $1,765+41.6% | $2,920-14.4% | $1,967+27.0% |
| Participant deferral / active EE | $3,305 | $2,099+57.4% | $4,579-27.8% | $2,959+11.7% |
| Admin fee / account holder | $265 | $3,221-91.8% | $7,858-96.6% | $3,480-92.4% |