Filed April 14, 2020
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $423,534 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,315 | $241,101-84.9% | $103,333-64.9% | $199,593-81.8% |
| Participation rate | 80.1% | 78.3%+1.8pp | 74.5%+5.6pp | 72.0%+8.2pp |
| Annual return | 21.47% | 17.80%+3.7pp | 24.88%-3.4pp | 34.25%-12.8pp |
| Employer contribution / active EE | $1,879 | $4,244-55.7% | $3,868-51.4% | $3,034-38.1% |
| Participant deferral / active EE | $2,929 | $3,958-26.0% | $5,057-42.1% | $5,087-42.4% |
| Admin fee / account holder | $115 | $288-60.1% | $8,355-98.6% | $269-57.3% |