Filed July 7, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,058 |
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 | $97,446 | $46,173+111.0% | $170,435-42.8% | $69,631+39.9% |
| Participation rate | 89.7% | 63.9%+25.8pp | 83.6%+6.1pp | 70.7%+19.0pp |
| Annual return | 17.06% | 21.62%-4.6pp | 205.94%-188.9pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $2,061 | $1,610+28.1% | $5,432-62.1% | $2,032+1.4% |
| Participant deferral / active EE | $4,300 | $2,080+106.7% | $4,939-12.9% | $3,224+33.4% |
| Admin fee / account holder | $9 | $116-92.0% | $13,881-99.9% | $110-91.6% |