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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 | $47,105+10.3% | $68,368-24.0% | $67,986-23.6% |
| Participation rate | 99.3% | 51.8%+47.5pp | 73.8%+25.6pp | 57.2%+42.1pp |
| Annual return | 13.95% | 48.37%-34.4pp | 292.57%-278.6pp | 31.67%-17.7pp |
| Employer contribution / active EE | $2,499 | $1,859+34.5% | $2,649-5.6% | $2,019+23.8% |
| Participant deferral / active EE | $3,305 | $2,374+39.2% | $4,123-19.8% | $3,358-1.6% |
| Admin fee / account holder | $265 | $2,435-89.1% | $5,150-94.9% | $3,203-91.7% |