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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,677 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,155 | $80,332+93.1% | $107,187+44.8% | $64,097+142.1% |
| Participation rate | 79.8% | 54.4%+25.4pp | 75.0%+4.8pp | 55.2%+24.6pp |
| Annual return | 7.81% | 24.26%-16.4pp | 204.55%-196.7pp | 34.64%-26.8pp |
| Employer contribution / active EE | $20,706 | $2,501+727.8% | $3,782+447.5% | $1,891+994.7% |
| Participant deferral / active EE | $2,715 | $3,109-12.7% | $5,096-46.7% | $3,080-11.8% |
| Admin fee / account holder | $127 | $4,314-97.1% | $9,162-98.6% | $3,454-96.3% |