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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,649 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $15,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,580 | $70,917+39.0% | $98,920-0.3% | $73,493+34.1% |
| Participation rate | 89.0% | 73.8%+15.2pp | 76.0%+13.0pp | 70.7%+18.3pp |
| Annual return | 16.90% | 34.18%-17.3pp | 196.47%-179.6pp | 28.51%-11.6pp |
| Employer contribution / active EE | $807 | $2,037-60.4% | $2,689-70.0% | $2,270-64.4% |
| Participant deferral / active EE | $5,203 | $3,501+48.6% | $4,245+22.6% | $3,740+39.1% |
| Admin fee / account holder | $191 | $535-64.2% | $6,643-97.1% | $513-62.7% |