Filed February 22, 2023
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,026 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,271 | $60,504-43.4% | $81,882-58.1% | $74,478-54.0% |
| Participation rate | 94.7% | 62.9%+31.8pp | 72.4%+22.3pp | 67.2%+27.5pp |
| Annual return | 10.72% | 16.91%-6.2pp | 779.47%-768.8pp | 1370.56%-1359.8pp |
| Employer contribution / active EE | $3,837 | $2,627+46.1% | $2,916+31.6% | $2,626+46.1% |
| Participant deferral / active EE | $0 | $3,400-100.0% | $4,323-100.0% | $4,350-100.0% |
| Admin fee / account holder | $90 | $1,492-93.9% | $7,360-98.8% | $1,946-95.4% |