Filed February 22, 2023
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,987 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,996 | $63,745-52.9% | $98,442-69.5% | $79,386-62.2% |
| Participation rate | 99.0% | 69.9%+29.1pp | 73.3%+25.6pp | 70.7%+28.3pp |
| Annual return | 12.77% | 625.80%-613.0pp | 1492.73%-1480.0pp | 116.85%-104.1pp |
| Employer contribution / active EE | $3,459 | $2,557+35.3% | $2,960+16.9% | $2,427+42.5% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,276-100.0% | $4,046-100.0% |
| Admin fee / account holder | $76 | $516-85.3% | $5,949-98.7% | $626-87.9% |