Filed February 5, 2020
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $105,760 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,432 | $79,519-45.4% | $95,952-54.7% | $73,409-40.8% |
| Participation rate | 93.6% | 81.2%+12.4pp | 77.1%+16.5pp | 72.2%+21.4pp |
| Annual return | 30.28% | 19.20%+11.1pp | 91.61%-61.3pp | 59.29%-29.0pp |
| Employer contribution / active EE | $2,461 | $2,048+20.2% | $2,541-3.1% | $2,234+10.2% |
| Participant deferral / active EE | $5,147 | $4,138+24.4% | $4,167+23.5% | $3,805+35.3% |
| Admin fee / account holder | $116 | $184-37.1% | $6,795-98.3% | $158-26.5% |