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 | $60,393+60.2% | $81,820+18.2% | $74,429+30.0% |
| Participation rate | 99.3% | 62.9%+36.4pp | 72.4%+27.0pp | 67.2%+32.1pp |
| Annual return | 12.57% | 16.89%-4.3pp | 777.93%-765.4pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $7,139 | $2,626+171.8% | $2,915+144.9% | $2,625+172.0% |
| Participant deferral / active EE | $7,701 | $3,397+126.7% | $4,323+78.2% | $4,348+77.1% |
| Admin fee / account holder | $192 | $1,491-87.1% | $7,391-97.4% | $1,944-90.1% |