Filed August 15, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,966 |
Service code 49 · EIN 52-2114207 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,899 | $63,924-28.2% | $108,579-57.7% | $55,167-16.8% |
| Participation rate | 85.0% | 74.3%+10.7pp | 79.6%+5.4pp | 69.0%+16.0pp |
| Annual return | 10.20% | 15.31%-5.1pp | -51.70%+61.9pp | 169.23%-159.0pp |
| Employer contribution / active EE | $1,632 | $1,879-13.2% | $3,758-56.6% | $1,963-16.9% |
| Participant deferral / active EE | $3,606 | $3,067+17.6% | $4,311-16.3% | $3,054+18.1% |
| Admin fee / account holder | $13 | $618-97.9% | $7,645-99.8% | $504-97.4% |