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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,461 |
MMA SECURITIES LLC1 year Service code 49 · EIN 22-3570392 | Other Services | $4,351 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,010 | $140,800-55.2% | $89,340-29.5% | $79,634-20.9% |
| Participation rate | 77.1% | 61.9%+15.1pp | 69.6%+7.5pp | 62.5%+14.6pp |
| Annual return | 15.96% | 17.84%-1.9pp | 20.57%-4.6pp | 36.46%-20.5pp |
| Employer contribution / active EE | $761 | $2,021-62.3% | $2,231-65.9% | $2,529-69.9% |
| Participant deferral / active EE | $3,216 | $3,219-0.1% | $3,823-15.9% | $3,835-16.1% |
| Admin fee / account holder | $123 | $1,610-92.4% | $6,704-98.2% | $1,002-87.7% |