Filed November 20, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,277 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,079 | $54,237-2.1% | $90,304-41.2% | $67,579-21.5% |
| Participation rate | 96.0% | 68.6%+27.4pp | 73.3%+22.7pp | 71.3%+24.7pp |
| Annual return | 26.95% | 37.27%-10.3pp | 78.13%-51.2pp | 378.56%-351.6pp |
| Employer contribution / active EE | $2,057 | $1,846+11.4% | $2,855-27.9% | $2,148-4.2% |
| Participant deferral / active EE | $8,486 | $2,625+223.3% | $3,885+118.4% | $3,539+139.8% |
| Admin fee / account holder | $17 | $123-86.0% | $5,354-99.7% | $142-87.9% |