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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,175 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $265,711 | $48,471+448.2% | $182,531+45.6% | $67,579+293.2% |
| Participation rate | 88.2% | 67.2%+21.1pp | 78.0%+10.3pp | 71.3%+17.0pp |
| Annual return | 26.86% | 31.08%-4.2pp | 148.57%-121.7pp | 378.56%-351.7pp |
| Employer contribution / active EE | $4,075 | $1,461+179.0% | $4,0750% | $2,148+89.8% |
| Participant deferral / active EE | $12,735 | $3,324+283.1% | $5,525+130.5% | $3,539+259.8% |
| Admin fee / account holder | $157 | $151+4.1% | $8,593-98.2% | $142+10.6% |