Filed December 13, 2016
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $87,570 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $2,421 |
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 | $54,209 | $65,118-16.8% | $76,768-29.4% | $55,725-2.7% |
| Participation rate | 96.2% | 79.6%+16.6pp | 77.0%+19.3pp | 70.9%+25.4pp |
| Annual return | -4.26% | -1.27%-3.0pp | 2.43%-6.7pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,354 | $1,941-30.2% | $2,485-45.5% | $2,078-34.8% |
| Participant deferral / active EE | $4,187 | $3,688+13.5% | $3,852+8.7% | $3,356+24.8% |
| Admin fee / account holder | $261 | $116+124.9% | $6,675-96.1% | $115+126.3% |