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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,980 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $12,406 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,777 | $50,919-67.1% | $155,556-89.2% | $77,762-78.4% |
| Participation rate | 83.9% | 63.1%+20.8pp | 78.2%+5.7pp | 70.6%+13.3pp |
| Annual return | 13.33% | 34.84%-21.5pp | 64.84%-51.5pp | 31.27%-17.9pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $3,398 | $2,824+20.3% | $5,631-39.7% | $4,651-26.9% |
| Admin fee / account holder | $120 | $437-72.4% | $15,885-99.2% | $433-72.2% |