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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $186,818 |
401(K) ADVISORS INC9 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $84,854 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,564 | $89,436-53.5% | $164,813-74.8% | $77,643-46.5% |
| Participation rate | 94.9% | 78.6%+16.3pp | 78.6%+16.3pp | 70.6%+24.3pp |
| Annual return | 21.55% | 28.83%-7.3pp | 69.93%-48.4pp | 31.24%-9.7pp |
| Employer contribution / active EE | $13 | $2,569-99.5% | $4,341-99.7% | $2,726-99.5% |
| Participant deferral / active EE | $6,347 | $4,897+29.6% | $6,031+5.2% | $4,647+36.6% |
| Admin fee / account holder | $202 | $339-40.4% | $12,690-98.4% | $430-53.0% |