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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 | $45,900+13.2% | $94,057-44.8% | $64,340-19.2% |
| Participation rate | 99.3% | 50.6%+48.7pp | 73.3%+26.0pp | 55.2%+44.1pp |
| Annual return | 13.95% | 50.47%-36.5pp | 480.62%-466.7pp | 24.14%-10.2pp |
| Employer contribution / active EE | $2,499 | $1,612+55.0% | $2,933-14.8% | $1,862+34.3% |
| Participant deferral / active EE | $3,305 | $2,102+57.2% | $4,709-29.8% | $2,980+10.9% |
| Admin fee / account holder | $265 | $3,143-91.6% | $7,244-96.3% | $3,703-92.8% |