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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $357,423 |
SHBU LIFE AGENCY INC2 years Filed as: SHBU LIFE AGENCY, INC. Service code 49 | Other Services | $128,206 |
Service code 49 · EIN 38-3220894 | Other Services | $21,562 |
SBHU LIFE AGENCY INC2 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 | $57,892 | $104,544-44.6% | $96,534-40.0% | $80,157-27.8% |
| Participation rate | 93.6% | 86.4%+7.3pp | 76.0%+17.7pp | 72.9%+20.7pp |
| Annual return | 17.53% | 21.79%-4.3pp | 25.88%-8.4pp | 40.39%-22.9pp |
| Employer contribution / active EE | $2,893 | $3,527-18.0% | $2,965-2.4% | $2,977-2.8% |
| Participant deferral / active EE | $4,543 | $6,170-26.4% | $4,851-6.3% | $5,015-9.4% |
| Admin fee / account holder | $184 | $107+72.2% | $8,253-97.8% | $145+26.9% |