Filed December 13, 2016
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $114,783 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $3,569 |
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 | $69,165 | $79,519-13.0% | $95,952-27.9% | $73,409-5.8% |
| Participation rate | 98.0% | 81.2%+16.8pp | 77.1%+20.9pp | 72.2%+25.8pp |
| Annual return | 13.71% | 19.20%-5.5pp | 91.61%-77.9pp | 59.29%-45.6pp |
| Employer contribution / active EE | $1,432 | $2,048-30.1% | $2,541-43.6% | $2,234-35.9% |
| Participant deferral / active EE | $4,874 | $4,138+17.8% | $4,167+17.0% | $3,805+28.1% |
| Admin fee / account holder | $285 | $184+54.5% | $6,795-95.8% | $158+80.4% |