Filed February 23, 2021
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE COPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $105,331 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $36,335 |
DEFINITI LLC4 years Service code 13 · EIN 85-0833363 | Contract Administrator | $9,834 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,299 | $36,002+9.2% | $161,489-75.7% | $64,728-39.3% |
| Participation rate | 96.2% | 57.4%+38.7pp | 78.7%+17.5pp | 57.9%+38.3pp |
| Annual return | 10.98% | 33.93%-23.0pp | 89.72%-78.7pp | 49.38%-38.4pp |
| Employer contribution / active EE | $2,678 | $1,380+94.1% | $4,268-37.3% | $2,243+19.4% |
| Participant deferral / active EE | $4,455 | $1,815+145.5% | $5,630-20.9% | $2,729+63.2% |
| Admin fee / account holder | $192 | $931-79.3% | $16,006-98.8% | $1,145-83.2% |