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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL Service code 13 · EIN 42-0127290 | Contract Administrator | $33,541 |
THE MANDMARBLESTONE GROUP LLC1+ years Service code 13 · EIN 20-4780677 | Contract Administrator | $6,750 |
Service code 27 · EIN 23-2748550 | Advisory (Plan) | $6,581 |
THE MANDMARBLSTONE GROUP LLC1+ years Service code 13 | Contract Administrator | $3,554 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,941 | $71,142-35.4% | $119,634-61.6% | $64,824-29.1% |
| Participation rate | 65.9% | 78.6%-12.7pp | 79.3%-13.4pp | 71.5%-5.6pp |
| Annual return | 0.00% | -10.01%+10.0pp | -14.98%+15.0pp | 32.84%-32.8pp |
| Employer contribution / active EE | $1,091 | $2,497-56.3% | $4,232-74.2% | $2,507-56.5% |
| Participant deferral / active EE | $1,654 | $4,490-63.2% | $5,601-70.5% | $4,311-61.6% |
| Admin fee / account holder | $92 | $162-43.3% | $10,329-99.1% | $188-51.0% |