Filed January 17, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $212,722 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $68,744 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,745 | $110,258+39.4% | $102,460+50.1% | $200,096-23.2% |
| Participation rate | 97.5% | 86.3%+11.2pp | 76.5%+20.9pp | 72.0%+25.4pp |
| Annual return | 14.71% | 35.78%-21.1pp | 29.47%-14.8pp | 34.26%-19.5pp |
| Employer contribution / active EE | $1,340 | $3,605-62.8% | $3,025-55.7% | $3,038-55.9% |
| Participant deferral / active EE | $9,075 | $6,377+42.3% | $5,056+79.5% | $5,090+78.3% |
| Admin fee / account holder | $145 | $122+19.0% | $9,460-98.5% | $269-46.0% |