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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $87,438 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,745 | $52,293-12.5% | $178,503-74.4% | $73,412-37.7% |
| Participation rate | 67.7% | 65.3%+2.4pp | 81.9%-14.2pp | 72.2%-4.5pp |
| Annual return | 16.94% | 34.75%-17.8pp | 151.12%-134.2pp | 59.30%-42.4pp |
| Employer contribution / active EE | $867 | $1,736-50.1% | $5,011-82.7% | $2,234-61.2% |
| Participant deferral / active EE | $3,012 | $2,333+29.1% | $5,202-42.1% | $3,806-20.9% |
| Admin fee / account holder | $141 | $127+10.8% | $13,987-99.0% | $158-10.6% |