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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 | Contract Administrator | $61,664 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-1027290 | Contract Administrator | $58,509 |
Service code 27 · EIN 20-4554635 | Advisory (Plan) | $41,639 |
Service code 49 · EIN 51-0383217 | Other Services | $0 |
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 | $65,140 | $129,227-49.6% | $184,256-64.6% | $77,762-16.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | -2.41% | 33.24%-35.6pp | 28.85%-31.3pp | 31.27%-33.7pp |
| Employer contribution / active EE | $4,623 | $4,412+4.8% | $6,427-28.1% | $2,728+69.5% |
| Participant deferral / active EE | $6,839 | $7,307-6.4% | $9,133-25.1% | $4,651+47.0% |
| Admin fee / account holder | $197 | $256-23.1% | $13,899-98.6% | $433-54.6% |