Filed December 13, 2016
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $94,601 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $2,796 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,207 | $73,404-18.0% | $87,100-30.9% | $67,579-10.9% |
| Participation rate | 95.7% | 80.9%+14.9pp | 76.9%+18.9pp | 71.3%+24.5pp |
| Annual return | 26.17% | 48.29%-22.1pp | 28.19%-2.0pp | 378.56%-352.4pp |
| Employer contribution / active EE | $1,390 | $2,014-31.0% | $2,521-44.9% | $2,148-35.3% |
| Participant deferral / active EE | $4,305 | $3,913+10.0% | $4,049+6.3% | $3,539+21.6% |
| Admin fee / account holder | $238 | $142+67.9% | $7,497-96.8% | $142+67.1% |