Filed February 22, 2023
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,144 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $22,305 | $51,620-56.8% | $90,324-75.3% | $65,186-65.8% |
| Participation rate | 97.2% | 68.6%+28.6pp | 73.3%+23.9pp | 70.2%+27.0pp |
| Annual return | 21.19% | 24.94%-3.7pp | 78.15%-57.0pp | 29.39%-8.2pp |
| Employer contribution / active EE | $3,194 | $2,235+43.0% | $2,856+11.9% | $2,177+46.8% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,885-100.0% | $3,514-100.0% |
| Admin fee / account holder | $64 | $384-83.3% | $5,356-98.8% | $847-92.4% |