Filed January 27, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,150 |
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $393,648 | $511,364-23.0% | $162,177+142.7% | - |
| Participation rate | 100.0% | 87.5%+12.5pp | 87.6%+12.4pp | - |
| Annual return | 0.00% | 18.01%-18.0pp | 115.60%-115.6pp | - |
| Employer contribution / active EE | $387 | $2,842-86.4% | $5,613-93.1% | - |
| Participant deferral / active EE | $372 | $5,219-92.9% | $7,297-94.9% | - |
| Admin fee / account holder | $17 | $22,911-99.9% | $10,843-99.8% | - |