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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $85,347 |
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 | $57,534 | $56,540+1.8% | $185,849-69.0% | $86,821-33.7% |
| Participation rate | 58.8% | 65.5%-6.8pp | 81.7%-23.0pp | 72.3%-13.5pp |
| Annual return | 14.85% | 118.20%-103.3pp | 122.10%-107.2pp | 97.94%-83.1pp |
| Employer contribution / active EE | $964 | $1,844-47.8% | $5,169-81.4% | $2,406-59.9% |
| Participant deferral / active EE | $3,633 | $2,555+42.2% | $5,569-34.8% | $4,132-12.1% |
| Admin fee / account holder | $149 | $150-0.4% | $16,244-99.1% | $170-12.1% |