Filed January 25, 2021 (most recent of 3 filings on file)
Total covered: 15 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $550 |
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 | $42,459 | $122,128-65.2% | $147,117-71.1% | $200,096-78.8% |
| Participation rate | 87.1% | 78.2%+9.0pp | 82.2%+4.9pp | 72.0%+15.1pp |
| Annual return | 73.06% | 30.58%+42.5pp | 420.54%-347.5pp | 34.26%+38.8pp |
| Employer contribution / active EE | $762 | $4,093-81.4% | $4,932-84.6% | $3,038-74.9% |
| Participant deferral / active EE | $0 | $8,484-100.0% | $8,065-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $180-100.0% | $12,993-100.0% | $269-100.0% |