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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $108,198 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,695 | $95,084-21.4% | $140,514-46.8% | $69,733+7.1% |
| Participation rate | 99.5% | 68.7%+30.8pp | 77.8%+21.7pp | 62.5%+37.1pp |
| Annual return | 10.09% | 18.56%-8.5pp | 14.36%-4.3pp | 15.22%-5.1pp |
| Employer contribution / active EE | $9,249 | $2,405+284.6% | $3,378+173.8% | $2,250+311.0% |
| Participant deferral / active EE | $0 | $3,868-100.0% | $4,919-100.0% | $3,054-100.0% |
| Admin fee / account holder | $405 | $4,885-91.7% | $13,697-97.0% | $3,102-86.9% |