Filed August 15, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $5,227 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,257 |
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 | $53,556 | $66,302-19.2% | $110,238-51.4% | $56,287-4.9% |
| Participation rate | 95.0% | 74.9%+20.1pp | 79.8%+15.2pp | 69.9%+25.1pp |
| Annual return | -5.39% | -1.18%-4.2pp | 314.74%-320.1pp | -9.96%+4.6pp |
| Employer contribution / active EE | $2,332 | $2,047+13.9% | $3,826-39.1% | $2,111+10.5% |
| Participant deferral / active EE | $5,553 | $3,381+64.2% | $4,672+18.8% | $3,350+65.8% |
| Admin fee / account holder | $14 | $698-98.0% | $8,547-99.8% | $521-97.4% |