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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO. Service code 13 · EIN 42-0127290 | Contract Administrator | $53,098 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $52,514 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH, INC. Service code 49 · EIN 42-1445429 | Other Services | $11,541 |
EMPLOYEE BENEFITS GROUP, LLC2 years Service code 49 · EIN 73-1554797 | Other Services | $6,109 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,757 | $50,150-68.6% | $149,723-89.5% | $80,169-80.3% |
| Participation rate | 92.2% | 64.3%+27.9pp | 78.8%+13.4pp | 72.9%+19.3pp |
| Annual return | 18.05% | 29.80%-11.8pp | 134.50%-116.5pp | 40.39%-22.3pp |
| Employer contribution / active EE | $3,601 | $1,868+92.7% | $4,821-25.3% | $2,978+20.9% |
| Participant deferral / active EE | $0 | $3,195-100.0% | $5,682-100.0% | $5,016-100.0% |
| Admin fee / account holder | $38 | $153-75.0% | $13,215-99.7% | $145-73.6% |