Filed November 29, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,320 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,729 | $60,323+60.4% | $81,812+18.2% | $74,495+29.8% |
| Participation rate | 99.3% | 62.9%+36.5pp | 72.3%+27.0pp | 67.2%+32.1pp |
| Annual return | 12.57% | 16.90%-4.3pp | 773.79%-761.2pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $7,139 | $2,620+172.4% | $2,912+145.1% | $2,623+172.2% |
| Participant deferral / active EE | $7,701 | $3,387+127.3% | $4,319+78.3% | $4,346+77.2% |
| Admin fee / account holder | $192 | $1,486-87.1% | $7,386-97.4% | $1,942-90.1% |