Filed July 7, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,998 |
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 | $105,849 | $62,928+68.2% | $172,752-38.7% | $67,579+56.6% |
| Participation rate | 91.9% | 64.5%+27.4pp | 82.6%+9.2pp | 71.3%+20.6pp |
| Annual return | 23.57% | 30.36%-6.8pp | 802.97%-779.4pp | 378.56%-355.0pp |
| Employer contribution / active EE | $2,163 | $1,636+32.2% | $5,144-58.0% | $2,148+0.7% |
| Participant deferral / active EE | $4,734 | $2,145+120.7% | $5,198-8.9% | $3,539+33.8% |
| Admin fee / account holder | $10 | $167-93.9% | $13,955-99.9% | $142-92.9% |