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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,786 |
Service code 49 · EIN 26-3199152 | Other Services | $5,981 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,578 | $47,977-50.9% | $154,107-84.7% | $56,287-58.1% |
| Participation rate | 91.9% | 66.2%+25.7pp | 83.0%+8.9pp | 69.9%+22.0pp |
| Annual return | 8.12% | 3.54%+4.6pp | 735.12%-727.0pp | -9.96%+18.1pp |
| Employer contribution / active EE | $662 | $2,169-69.5% | $5,298-87.5% | $2,111-68.6% |
| Participant deferral / active EE | $659 | $2,392-72.4% | $5,081-87.0% | $3,350-80.3% |
| Admin fee / account holder | $143 | $438-67.5% | $13,411-98.9% | $521-72.6% |