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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,628 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,876 | $50,919+39.2% | $155,556-54.4% | $77,762-8.9% |
| Participation rate | 54.9% | 63.1%-8.2pp | 78.2%-23.3pp | 70.6%-15.7pp |
| Annual return | 14.06% | 34.84%-20.8pp | 64.84%-50.8pp | 31.27%-17.2pp |
| Employer contribution / active EE | $830 | $1,991-58.3% | $4,675-82.2% | $2,728-69.6% |
| Participant deferral / active EE | $3,292 | $2,824+16.6% | $5,631-41.5% | $4,651-29.2% |
| Admin fee / account holder | $141 | $437-67.8% | $15,885-99.1% | $433-67.5% |