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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $400 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $345,818 | $83,369+314.8% | $105,223+228.7% | $67,986+408.7% |
| Participation rate | 100.0% | 56.3%+43.7pp | 75.0%+25.0pp | 57.2%+42.8pp |
| Annual return | 9.21% | 24.64%-15.4pp | 180.65%-171.4pp | 31.67%-22.5pp |
| Employer contribution / active EE | $11,359 | $2,541+347.1% | $3,689+207.9% | $2,019+462.7% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $2 | $4,073-100.0% | $8,859-100.0% | $3,203-99.9% |