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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $115,736 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $99,145 |
EMPLOYEE BENEFITS GROUP, LLC3 years Service code 49 · EIN 73-1554797 | Other Services | $8,796 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,104 | $53,204-69.7% | $155,556-89.6% | $200,096-92.0% |
| Participation rate | 72.7% | 64.1%+8.6pp | 78.2%-5.5pp | 72.0%+0.7pp |
| Annual return | 12.60% | 41.02%-28.4pp | 64.84%-52.2pp | 34.26%-21.7pp |
| Employer contribution / active EE | $2,626 | $1,850+41.9% | $4,675-43.8% | $3,038-13.6% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,631-100.0% | $5,090-100.0% |
| Admin fee / account holder | $65 | $186-65.0% | $15,885-99.6% | $269-75.9% |