Filed July 7, 2022 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $172,068 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $2,553 |
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 | $116,911 | $52,293+123.6% | $178,499-34.5% | $73,412+59.3% |
| Participation rate | 91.0% | 65.3%+25.7pp | 81.9%+9.1pp | 72.2%+18.9pp |
| Annual return | 14.59% | 34.75%-20.2pp | 151.10%-136.5pp | 59.30%-44.7pp |
| Employer contribution / active EE | $2,220 | $1,735+28.0% | $5,011-55.7% | $2,234-0.6% |
| Participant deferral / active EE | $5,057 | $2,332+116.8% | $5,202-2.8% | $3,806+32.9% |
| Admin fee / account holder | $172 | $127+35.2% | $13,986-98.8% | $158+9.1% |