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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,729 | $60,261+60.5% | $81,783+18.3% | $74,546+29.8% |
| Participation rate | 99.3% | 62.9%+36.5pp | 72.4%+27.0pp | 67.2%+32.1pp |
| Annual return | 12.57% | 16.88%-4.3pp | 775.05%-762.5pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $7,139 | $2,622+172.3% | $2,913+145.1% | $2,624+172.0% |
| Participant deferral / active EE | $7,701 | $3,388+127.3% | $4,320+78.3% | $4,347+77.1% |
| Admin fee / account holder | $192 | $1,482-87.1% | $7,380-97.4% | $1,944-90.1% |