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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 | $66,459-17.4% | $81,286-32.4% | $77,714-29.3% |
| Participation rate | 75.3% | 68.7%+6.6pp | 69.5%+5.8pp | 70.6%+4.7pp |
| Annual return | 12.11% | 15.95%-3.8pp | 24.80%-12.7pp | 31.26%-19.1pp |
| Employer contribution / active EE | $719 | $2,156-66.6% | $2,463-70.8% | $2,727-73.6% |
| Participant deferral / active EE | $2,949 | $3,674-19.7% | $3,883-24.1% | $4,649-36.6% |
| Admin fee / account holder | $40 | $585-93.2% | $5,764-99.3% | $433-90.8% |