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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $423,868 |
SHBU LIFE AGENCY INC3 years Filed as: SHBU LIFE AGENCY, INC. Service code 49 | Other Services | $157,905 |
Service code 13 · EIN 38-3220894 | Contract Administrator | $22,189 |
SBHU LIFE AGENCY INC3 years Filed as: SBHU LIFE AGENCY, INC. Service code 49 · EIN 13-2896238 | Other Services | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,280 | $110,258-44.4% | $102,460-40.2% | $200,096-69.4% |
| Participation rate | 93.3% | 86.3%+7.0pp | 76.5%+16.8pp | 72.0%+21.2pp |
| Annual return | 18.95% | 35.78%-16.8pp | 29.47%-10.5pp | 34.26%-15.3pp |
| Employer contribution / active EE | $1,909 | $3,605-47.0% | $3,025-36.9% | $3,038-37.2% |
| Participant deferral / active EE | $4,735 | $6,377-25.8% | $5,056-6.4% | $5,090-7.0% |
| Admin fee / account holder | $203 | $122+66.2% | $9,460-97.9% | $269-24.5% |