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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $102,199 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $247,553-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.3%-2.3pp |
| Annual return | 8.96% | 18.04%-9.1pp | 32.33%-23.4pp | 37.77%-28.8pp |
| Employer contribution / active EE | $20,441 | $10,357+97.4% | $33,964-39.8% | $15,798+29.4% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |