Filed December 2, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,080 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,903 | $46,732-38.2% | $156,551-81.5% | $55,167-47.6% |
| Participation rate | 70.8% | 65.8%+5.0pp | 84.0%-13.2pp | 69.0%+1.8pp |
| Annual return | 4.67% | 17.72%-13.0pp | 32.23%-27.6pp | 169.23%-164.6pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $7 | $418-98.3% | $13,028-99.9% | $504-98.6% |