Filed November 20, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,626 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,618 | $52,188+43.0% | $86,640-13.9% | $74,460+0.2% |
| Participation rate | 94.8% | 66.3%+28.5pp | 71.7%+23.1pp | 70.7%+24.1pp |
| Annual return | 20.91% | 44.46%-23.5pp | 592.52%-571.6pp | 34.38%-13.5pp |
| Employer contribution / active EE | $2,372 | $2,282+3.9% | $3,024-21.6% | $2,638-10.1% |
| Participant deferral / active EE | $9,952 | $3,383+194.2% | $4,438+124.2% | $4,530+119.7% |
| Admin fee / account holder | $19 | $319-94.2% | $5,616-99.7% | $348-94.7% |