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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,696 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $32,469 |
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 | $62,507 | $58,101+7.6% | $118,946-47.4% | $73,412-14.9% |
| Participation rate | 98.5% | 56.1%+42.4pp | 75.4%+23.1pp | 72.2%+26.3pp |
| Annual return | 16.49% | 20.56%-4.1pp | 35.89%-19.4pp | 59.30%-42.8pp |
| Employer contribution / active EE | $1,701 | $1,445+17.7% | $3,263-47.9% | $2,234-23.9% |
| Participant deferral / active EE | $4,743 | $2,400+97.6% | $4,266+11.2% | $3,806+24.6% |
| Admin fee / account holder | $181 | $138+30.8% | $6,581-97.3% | $158+14.4% |