Filed December 23, 2020
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,272 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,333 | $56,317-5.3% | $71,209-25.1% | $74,304-28.2% |
| Participation rate | 98.3% | 55.1%+43.2pp | 73.8%+24.6pp | 60.3%+38.0pp |
| Annual return | 18.14% | 42.83%-24.7pp | 282.51%-264.4pp | 29.43%-11.3pp |
| Employer contribution / active EE | $2,445 | $2,160+13.2% | $2,721-10.2% | $2,241+9.1% |
| Participant deferral / active EE | $4,990 | $2,788+79.0% | $4,175+19.5% | $3,767+32.5% |
| Admin fee / account holder | $118 | $2,290-94.8% | $5,349-97.8% | $2,969-96.0% |