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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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,186 | $43,496-72.0% | $161,489-92.5% | $64,340-81.1% |
| Participation rate | 83.1% | 53.5%+29.6pp | 78.7%+4.4pp | 55.2%+27.8pp |
| Annual return | 14.06% | 20.76%-6.7pp | 89.72%-75.7pp | 24.14%-10.1pp |
| Employer contribution / active EE | $803 | $1,431-43.9% | $4,268-81.2% | $1,862-56.9% |
| Participant deferral / active EE | $2,609 | $1,996+30.7% | $5,630-53.7% | $2,980-12.5% |
| Admin fee / account holder | $113 | $2,330-95.2% | $16,006-99.3% | $3,703-97.0% |