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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,363 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,307 | $50,902-48.3% | $155,534-83.1% | $77,736-66.2% |
| Participation rate | 92.3% | 63.1%+29.2pp | 78.2%+14.1pp | 70.6%+21.7pp |
| Annual return | 12.03% | 34.85%-22.8pp | 64.92%-52.9pp | 31.26%-19.2pp |
| Employer contribution / active EE | $2,008 | $1,991+0.8% | $4,675-57.0% | $2,728-26.4% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,630-100.0% | $4,651-100.0% |
| Admin fee / account holder | $97 | $437-77.8% | $15,900-99.4% | $433-77.6% |