Filed November 20, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,728 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,168 | $47,766+32.2% | $82,744-23.7% | $64,819-2.5% |
| Participation rate | 96.5% | 67.7%+28.8pp | 72.6%+23.9pp | 71.5%+25.0pp |
| Annual return | -8.24% | -13.06%+4.8pp | 702.22%-710.5pp | 32.84%-41.1pp |
| Employer contribution / active EE | $2,091 | $2,182-4.2% | $3,008-30.5% | $2,507-16.6% |
| Participant deferral / active EE | $9,875 | $3,332+196.3% | $4,395+124.7% | $4,311+129.1% |
| Admin fee / account holder | $16 | $143-88.5% | $5,325-99.7% | $188-91.3% |