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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,197 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,148 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,186 | $46,688-73.9% | $189,758-93.6% | $69,733-82.5% |
| Participation rate | 83.1% | 61.7%+21.4pp | 79.8%+3.3pp | 62.5%+20.6pp |
| Annual return | 14.06% | 14.35%-0.3pp | 52.62%-38.6pp | 15.22%-1.2pp |
| Employer contribution / active EE | $803 | $1,695-52.6% | $4,767-83.2% | $2,250-64.3% |
| Participant deferral / active EE | $2,609 | $2,143+21.8% | $5,856-55.5% | $3,054-14.6% |
| Admin fee / account holder | $113 | $1,700-93.4% | $20,388-99.4% | $3,102-96.4% |