Filed February 26, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,203 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $20,852 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,421 | $47,135-7.9% | $149,717-71.0% | $74,440-41.7% |
| Participation rate | 75.3% | 63.4%+11.9pp | 78.8%-3.5pp | 70.7%+4.5pp |
| Annual return | 15.99% | 22.75%-6.8pp | 134.41%-118.4pp | 34.37%-18.4pp |
| Employer contribution / active EE | $878 | $1,906-53.9% | $4,820-81.8% | $2,638-66.7% |
| Participant deferral / active EE | $2,415 | $2,728-11.5% | $5,682-57.5% | $4,529-46.7% |
| Admin fee / account holder | $68 | $343-80.0% | $13,213-99.5% | $348-80.3% |