Filed July 7, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,147 |
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 | $88,765 | $36,916+140.4% | $156,551-43.3% | $57,658+54.0% |
| Participation rate | 89.9% | 63.4%+26.5pp | 84.0%+5.9pp | 70.2%+19.7pp |
| Annual return | 8.24% | 12.38%-4.1pp | 32.23%-24.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $2,040 | $1,571+29.9% | $5,501-62.9% | $1,974+3.3% |
| Participant deferral / active EE | $4,259 | $1,926+121.2% | $4,871-12.6% | $3,061+39.2% |
| Admin fee / account holder | $8 | $82-89.7% | $13,028-99.9% | $95-91.0% |