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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $153,090 |
FINANCIAL ENGINES2 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $144,165 |
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 | $286,924 | $96,805+196.4% | $153,741+86.6% | $77,762+269.0% |
| Participation rate | 99.1% | 81.6%+17.4pp | 77.1%+22.0pp | 70.6%+28.5pp |
| Annual return | 12.59% | 14.39%-1.8pp | 15.71%-3.1pp | 31.27%-18.7pp |
| Employer contribution / active EE | $20,365 | $5,232+289.2% | $5,042+303.9% | $2,728+646.5% |
| Participant deferral / active EE | $14,616 | $6,601+121.4% | $6,757+116.3% | $4,651+214.3% |
| Admin fee / account holder | $145 | $182-20.3% | $12,749-98.9% | $433-66.5% |