Filed November 20, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,751 |
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 | $64,641 | $52,722+22.6% | $90,440-28.5% | $73,412-11.9% |
| Participation rate | 98.9% | 67.7%+31.2pp | 72.7%+26.2pp | 72.2%+26.7pp |
| Annual return | 20.19% | 20.70%-0.5pp | 1294.38%-1274.2pp | 59.30%-39.1pp |
| Employer contribution / active EE | $2,206 | $1,872+17.9% | $3,263-32.4% | $2,234-1.2% |
| Participant deferral / active EE | $9,259 | $2,810+229.5% | $3,964+133.6% | $3,806+143.3% |
| Admin fee / account holder | $30 | $117-74.2% | $5,615-99.5% | $158-80.9% |