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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $400,152 |
FOCUS 401K GROUP, LLC10+ years Filed as: FOCUS 401(K) GROUP, LLC Service code 27 · EIN 47-1258840 | Advisory (Plan) | $130,054 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,875 | $55,694+3.9% | $81,882-29.3% | $200,096-71.1% |
| Participation rate | 91.4% | 62.7%+28.7pp | 72.4%+19.0pp | 72.0%+19.3pp |
| Annual return | 18.86% | 19.59%-0.7pp | 779.47%-760.6pp | 34.26%-15.4pp |
| Employer contribution / active EE | $697 | $2,114-67.0% | $2,916-76.1% | $3,038-77.1% |
| Participant deferral / active EE | $5,309 | $3,299+60.9% | $4,323+22.8% | $5,090+4.3% |
| Admin fee / account holder | $112 | $348-67.9% | $7,360-98.5% | $269-58.5% |