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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 | $41,016-70.3% | $152,093-92.0% | $64,097-81.0% |
| Participation rate | 83.1% | 51.3%+31.7pp | 77.8%+5.3pp | 55.2%+27.9pp |
| Annual return | 14.06% | 39.60%-25.5pp | 66.36%-52.3pp | 34.64%-20.6pp |
| Employer contribution / active EE | $803 | $1,342-40.2% | $4,175-80.8% | $1,891-57.6% |
| Participant deferral / active EE | $2,609 | $1,927+35.3% | $5,451-52.1% | $3,080-15.3% |
| Admin fee / account holder | $113 | $2,305-95.1% | $14,497-99.2% | $3,454-96.7% |