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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,076 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $3,474 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,133 | $65,118+84.5% | $76,767+56.5% | $55,725+115.6% |
| Participation rate | 98.1% | 79.6%+18.5pp | 77.0%+21.1pp | 70.9%+27.2pp |
| Annual return | -5.36% | -1.27%-4.1pp | 2.43%-7.8pp | 244.93%-250.3pp |
| Employer contribution / active EE | $2,816 | $1,941+45.1% | $2,485+13.3% | $2,078+35.5% |
| Participant deferral / active EE | $4,121 | $3,688+11.7% | $3,852+7.0% | $3,356+22.8% |
| Admin fee / account holder | $17 | $116-85.1% | $6,675-99.7% | $115-85.1% |