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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,168 | $47,722+32.4% | $82,719-23.6% | $64,808-2.5% |
| Participation rate | 96.5% | 67.6%+28.9pp | 72.6%+24.0pp | 71.5%+25.0pp |
| Annual return | -8.24% | -13.05%+4.8pp | 701.18%-709.4pp | 32.82%-41.1pp |
| Employer contribution / active EE | $2,091 | $2,179-4.0% | $3,009-30.5% | $2,506-16.6% |
| Participant deferral / active EE | $9,875 | $3,329+196.6% | $4,395+124.7% | $4,310+129.1% |
| Admin fee / account holder | $16 | $143-88.5% | $5,329-99.7% | $188-91.3% |