Filed February 22, 2023
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,584 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,515 | $51,223-46.3% | $82,763-66.8% | $66,949-58.9% |
| Participation rate | 92.6% | 67.9%+24.7pp | 72.6%+20.0pp | 69.8%+22.8pp |
| Annual return | -15.81% | -9.85%-6.0pp | 702.45%-718.3pp | 1.57%-17.4pp |
| Employer contribution / active EE | $3,641 | $2,611+39.5% | $3,008+21.0% | $2,545+43.0% |
| Participant deferral / active EE | $0 | $3,460-100.0% | $4,395-100.0% | $4,239-100.0% |
| Admin fee / account holder | $75 | $415-82.1% | $5,325-98.6% | $594-87.4% |