Filed August 24, 2020
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $125,070 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,126 | $45,000+4.7% | $143,797-67.2% | $77,906-39.5% |
| Participation rate | 98.1% | 66.8%+31.3pp | 80.3%+17.8pp | 73.7%+24.4pp |
| Annual return | -16.72% | 29.03%-45.7pp | -0.04%-16.7pp | 12.16%-28.9pp |
| Employer contribution / active EE | $1,878 | $1,870+0.5% | $4,952-62.1% | $2,846-34.0% |
| Participant deferral / active EE | $4,570 | $3,157+44.8% | $5,638-19.0% | $4,805-4.9% |
| Admin fee / account holder | $67 | $98-32.2% | $14,679-99.5% | $133-49.7% |