Filed July 7, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,147 |
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 | $87,477 | $37,196+135.2% | $154,108-43.2% | $55,725+57.0% |
| Participation rate | 90.4% | 64.1%+26.3pp | 83.0%+7.3pp | 70.9%+19.5pp |
| Annual return | -5.80% | 1319.68%-1325.5pp | 735.21%-741.0pp | 244.93%-250.7pp |
| Employer contribution / active EE | $2,095 | $1,614+29.8% | $5,298-60.5% | $2,078+0.8% |
| Participant deferral / active EE | $4,416 | $2,068+113.5% | $5,081-13.1% | $3,356+31.6% |
| Admin fee / account holder | $15 | $102-84.8% | $13,411-99.9% | $115-86.6% |