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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,043 |
STRATEGIES WEALTH ADVISORS3+ years Service code 27 · EIN 46-1428191 | Advisory (Plan) | $15,752 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,319 | $81,334-29.5% | $113,397-49.5% | $64,097-10.6% |
| Participation rate | 92.4% | 65.6%+26.8pp | 76.5%+15.9pp | 55.2%+37.2pp |
| Annual return | 28.53% | 32.50%-4.0pp | 23.20%+5.3pp | 34.64%-6.1pp |
| Employer contribution / active EE | $701 | $2,077-66.3% | $2,977-76.5% | $1,891-63.0% |
| Participant deferral / active EE | $4,939 | $3,795+30.1% | $5,076-2.7% | $3,080+60.4% |
| Admin fee / account holder | $274 | $4,208-93.5% | $11,957-97.7% | $3,454-92.1% |