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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,765 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,926 | $66,486-17.4% | $81,370-32.5% | $77,762-29.4% |
| Participation rate | 75.3% | 68.7%+6.6pp | 69.5%+5.7pp | 70.6%+4.7pp |
| Annual return | 12.11% | 15.95%-3.8pp | 24.85%-12.7pp | 31.27%-19.2pp |
| Employer contribution / active EE | $719 | $2,158-66.7% | $2,464-70.8% | $2,728-73.6% |
| Participant deferral / active EE | $2,949 | $3,677-19.8% | $3,885-24.1% | $4,651-36.6% |
| Admin fee / account holder | $40 | $586-93.2% | $5,749-99.3% | $433-90.8% |