Filed January 22, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $95,256 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,610 | $106,247-26.0% | $147,096-46.6% | $77,714+1.2% |
| Participation rate | 95.5% | 78.4%+17.1pp | 82.2%+13.3pp | 70.6%+24.9pp |
| Annual return | 11.56% | 56.87%-45.3pp | 419.75%-408.2pp | 31.26%-19.7pp |
| Employer contribution / active EE | $1,629 | $4,069-60.0% | $4,936-67.0% | $2,727-40.3% |
| Participant deferral / active EE | $4,879 | $7,996-39.0% | $8,071-39.5% | $4,649+5.0% |
| Admin fee / account holder | $128 | $338-62.2% | $13,005-99.0% | $433-70.4% |