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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,627 |
Filed as: INSTITUTIONAL AND FAMILY ASSET MGMT Service code 27 · EIN 47-2600132 | Advisory (Plan) | $18,575 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,689 | $76,107-20.3% | $96,576-37.2% | $71,495-15.1% |
| Participation rate | 84.8% | 74.4%+10.4pp | 76.0%+8.8pp | 67.9%+16.8pp |
| Annual return | 16.89% | 22.81%-5.9pp | 25.87%-9.0pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,935 | $2,247-13.9% | $2,965-34.7% | $2,589-25.3% |
| Participant deferral / active EE | $3,128 | $4,218-25.9% | $4,851-35.5% | $4,291-27.1% |
| Admin fee / account holder | $300 | $2,708-88.9% | $8,253-96.4% | $1,588-81.1% |