Filed July 7, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,987 |
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 | $85,297 | $37,117+129.8% | $147,617-42.2% | $55,191+54.5% |
| Participation rate | 89.1% | 63.6%+25.5pp | 84.6%+4.5pp | 69.2%+19.9pp |
| Annual return | 0.83% | 3.44%-2.6pp | 61.98%-61.2pp | 10.78%-9.9pp |
| Employer contribution / active EE | $1,995 | $1,620+23.1% | $5,564-64.1% | $1,899+5.1% |
| Participant deferral / active EE | $4,255 | $1,985+114.3% | $4,895-13.1% | $3,046+39.7% |
| Admin fee / account holder | $7 | $86-91.4% | $11,612-99.9% | $91-91.9% |