Filed January 22, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,834 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,945 | $88,122-25.2% | $141,162-53.3% | $67,579-2.4% |
| Participation rate | 90.6% | 76.5%+14.1pp | 82.5%+8.1pp | 71.3%+19.3pp |
| Annual return | 0.00% | 75.40%-75.4pp | 71.39%-71.4pp | 378.56%-378.6pp |
| Employer contribution / active EE | $84 | $3,224-97.4% | $4,735-98.2% | $2,148-96.1% |
| Participant deferral / active EE | $293 | $5,958-95.1% | $6,709-95.6% | $3,539-91.7% |
| Admin fee / account holder | $10 | $131-92.3% | $10,261-99.9% | $142-92.9% |