Filed November 29, 2017
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,075 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,100 | $51,620-10.7% | $90,304-49.0% | $65,185-29.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 23.66% | 24.94%-1.3pp | 78.13%-54.5pp | 29.38%-5.7pp |
| Employer contribution / active EE | $4,658 | $2,235+108.5% | $2,855+63.2% | $2,177+114.0% |
| Participant deferral / active EE | $4,127 | $2,871+43.8% | $3,885+6.2% | $3,514+17.4% |
| Admin fee / account holder | $235 | $384-38.9% | $5,354-95.6% | $847-72.3% |