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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $106,371 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $5,360 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $134,556-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.4%-15.4pp | 9.3%-9.3pp |
| Annual return | 125.07% | 9.50%+115.6pp | 8.50%+116.6pp | 9.76%+115.3pp |
| Employer contribution / active EE | $41,018 | $24,502+67.4% | $29,758+37.8% | $12,965+216.4% |
| Participant deferral / active EE | $0 | $1,768-100.0% | $538-100.0% | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $8,606-100.0% | $4,785-100.0% |