Filed August 24, 2020
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,983 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,602 | $56,095-9.8% | $178,503-71.7% | $90,274-43.9% |
| Participation rate | 98.4% | 65.6%+32.9pp | 81.9%+16.5pp | 73.4%+25.1pp |
| Annual return | 8.91% | 28.81%-19.9pp | 151.12%-142.2pp | 53.97%-45.1pp |
| Employer contribution / active EE | $1,901 | $1,572+20.9% | $5,011-62.1% | $2,523-24.7% |
| Participant deferral / active EE | $4,267 | $2,669+59.9% | $5,202-18.0% | $4,231+0.9% |
| Admin fee / account holder | $27 | $101-73.0% | $13,987-99.8% | $114-76.2% |